Cetera Investment Advisers
FMB icon

Cetera Investment Advisers’s First Trust Managed Municipal ETF FMB Stock Holding History

Cetera Investment Advisers’s Portfolio FMB Stock Details FMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.2M Buy
418,100
+8,583
+2% +$441K 0.02% 654
2025
Q4 		$20.9M Buy
409,517
+10,248
+3% +$524K 0.02% 650
2025
Q3 		$20.2M Buy
399,269
+142,427
+55% +$7.12M 0.02% 642
2025
Q2 		$12.8M Buy
256,842
+33,820
+15% +$1.68M 0.02% 697
2025
Q1 		$11.2M Sell
223,022
-3,300
-1% -$168K 0.02% 709
2024
Q4 		$11.5M Sell
226,322
-7,172
-3% -$369K 0.02% 655
2024
Q3 		$12.1M Sell
233,494
-39,144
-14% -$2.02M 0.03% 614
2024
Q2 		$13.9M Buy
272,638
+20,076
+8% +$1.02M 0.03% 526
2024
Q1 		$13M Buy
252,562
+179,710
+247% +$9.25M 0.03% 565
2023
Q4 		$3.76M Sell
72,852
-5,422
-7% -$270K 0.03% 540
2023
Q3 		$3.83M Sell
78,274
-89,386
-53% -$4.49M 0.03% 507
2023
Q2 		$8.5M Sell
167,660
-205
-0.1% -$10.4K 0.07% 260
2023
Q1 		$8.55M Buy
167,865
+9,613
+6% +$489K 0.07% 247
2022
Q4 		$7.93M Sell
158,252
-19,157
-11% -$950K 0.07% 260
2022
Q3 		$8.64M Sell
177,409
-28,364
-14% -$1.44M 0.17% 124
2022
Q2 		$10.4M Buy
205,773
+24,069
+13% +$1.23M 0.17% 128
2022
Q1 		$9.64M Sell
181,704
-1,628
-0.9% -$89.6K 0.14% 153
2021
Q4 		$10.4M Buy
183,332
+2,599
+1% +$148K 0.15% 146
2021
Q3 		$10.3M Buy
180,733
+8,147
+5% +$468K 0.16% 138
2021
Q2 		$9.89M Buy
172,586
+16,449
+11% +$939K 0.16% 144
2021
Q1 		$8.81M Buy
156,137
+4,723
+3% +$268K 0.17% 125
2020
Q4 		$8.59M Buy
151,414
+34,733
+30% +$1.95M 0.17% 134
2020
Q3 		$6.49M Buy
116,681
+5,528
+5% +$308K 0.53% 35
2020
Q2 		$6.12M Sell
111,153
-11,932
-10% -$643K 0.57% 30
2020
Q1 		$6.66M Buy
123,085
+7,304
+6% +$406K 0.81% 21
2019
Q4 		$6.43M Sell
115,781
-2,041
-2% -$113K 0.65% 35
2019
Q3 		$6.55M Buy
117,822
+3,292
+3% +$183K 0.8% 22
2019
Q2 		$6.27M Buy
114,530
+37,390
+48% +$2.03M 0.81% 24
2019
Q1 		$4.15M Buy
77,140
+2,472
+3% +$131K 0.59% 42
2018
Q4 		$3.93M Sell
74,668
-18,271
-20% -$952K 0.64% 34
2018
Q3 		$4.85M Buy
92,939
+33,475
+56% +$1.76M 0.7% 26
2018
Q2 		$3.14M Buy
59,464
+242
+0.4% +$12.7K 0.55% 42
2018
Q1 		$3.12M Sell
59,222
-9,499
-14% -$501K 0.58% 42
2017
Q4 		$3.67M Buy
68,721
+35,188
+105% +$1.88M 0.67% 30
2017
Q3 		$1.78M Buy
+33,533
New +$1.78M 0.39% 63
2016
Q1 		– Sell
-11,717
Closed -$609K – 290
2015
Q4 		$609K Buy
+11,717
New +$608K 0.28% 111

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers's FMB Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust Managed Municipal ETF (FMB) stake by 2.1% in Q1 2026, buying an estimated $441K and bringing the position to 418,100 shares worth $21.2M. The position accounts for 0.02% of the portfolio, ranked #654.

Cetera Investment Advisers first reported a position in FMB in Q4 2015 and has held it in 36 quarters since. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Cetera Investment Advisers held 418,100 shares of First Trust Managed Municipal ETF worth $21.2M as of Q1 2026.
  • Cetera Investment Advisers bought 8,583 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $441K.
  • First Trust Managed Municipal ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #654 holding.
  • Cetera Investment Advisers first reported a position in First Trust Managed Municipal ETF in Q4 2015 and has held it in 36 quarters since.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.