CCA
FMB icon

Clearwater Capital Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Clearwater Capital Advisors’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 		$2.77M Sell
54,627
-623
-1% -$32K 0.22% 47
2025
Q4 		$2.83M Sell
55,250
-791
-1% -$40.4K 0.24% 44
2025
Q3 		$2.84M Buy
56,041
+2,062
+4% +$103K 0.24% 48
2025
Q2 		$2.69M Buy
53,979
+4,873
+10% +$242K 0.25% 46
2025
Q1 		$2.48M Buy
49,106
+25
+0.1% +$1.27K 0.24% 52
2024
Q4 		$2.5M Buy
49,081
+26,697
+119% +$1.37M 0.25% 51
2024
Q3 		$1.16M Sell
22,384
-2,938
-12% -$152K 0.11% 72
2024
Q2 		$1.29M Sell
25,322
-31
-0.1% -$1.58K 0.14% 65
2024
Q1 		$1.3M Hold
25,353
– – 0.14% 65
2023
Q4 		$1.31M Sell
25,353
-2,205
-8% -$110K 0.15% 64
2023
Q3 		$1.35M Buy
27,558
+411
+2% +$20.6K 0.17% 55
2023
Q2 		$1.38M Sell
27,147
-1,280
-5% -$64.9K 0.16% 57
2023
Q1 		$1.45M Sell
28,427
-1,600
-5% -$81.3K 0.18% 56
2022
Q4 		$1.5M Buy
30,027
+5,048
+20% +$250K 0.2% 56
2022
Q3 		$1.22M Buy
24,979
+5,412
+28% +$275K 0.17% 69
2022
Q2 		$990K Sell
19,567
-8,528
-30% -$437K 0.14% 71
2022
Q1 		$1.49M Buy
28,095
+1,658
+6% +$91.3K 0.17% 63
2021
Q4 		$1.51M Sell
26,437
-1,389
-5% -$78.9K 0.17% 66
2021
Q3 		$1.58M Sell
27,826
-3,207
-10% -$184K 0.18% 62
2021
Q2 		$1.78M Sell
31,033
-6,829
-18% -$390K 0.21% 60
2021
Q1 		$2.14M Sell
37,862
-8,430
-18% -$478K 0.27% 52
2020
Q4 		$2.63M Buy
46,292
+12,971
+39% +$726K 0.35% 44
2020
Q3 		$1.85M Hold
33,321
– – 0.29% 47
2020
Q2 		$1.83M Sell
33,321
-2,178
-6% -$117K 0.31% 47
2020
Q1 		$1.92M Sell
35,499
-5,491
-13% -$305K 0.41% 41
2019
Q4 		$2.28M Sell
40,990
-499
-1% -$27.7K 0.38% 54
2019
Q3 		$2.31M Sell
41,489
-900
-2% -$49.9K 0.41% 63
2019
Q2 		$2.32M Buy
42,389
+500
+1% +$27.1K 0.42% 66
2019
Q1 		$2.26M Buy
41,889
+4,862
+13% +$258K 0.42% 69
2018
Q4 		$1.95M Buy
37,027
+5,003
+16% +$261K 0.43% 76
2018
Q3 		$1.67M Sell
32,024
-2,550
-7% -$134K 0.33% 82
2018
Q2 		$1.82M Buy
34,574
+2,060
+6% +$108K 0.37% 71
2018
Q1 		$1.71M Buy
32,514
+1,790
+6% +$94.5K 0.35% 71
2017
Q4 		$1.64M Buy
30,724
+7,420
+32% +$396K 0.36% 75
2017
Q3 		$1.24M Buy
23,304
+3,657
+19% +$195K 0.29% 85
2017
Q2 		$1.03M Sell
19,647
-288
-1% -$15.1K 0.26% 83
2017
Q1 		$1.03M Buy
19,935
+9,118
+84% +$469K 0.28% 82
2016
Q4 		$554K Buy
10,817
+6,956
+180% +$364K 0.19% 94
2016
Q3 		$208K Buy
+3,861
New +$209K 0.07% 136

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

Clearwater Capital Advisors's FMB Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 1.1% in Q1 2026, selling an estimated $32K and leaving 54,627 shares worth $2.77M. The position accounts for 0.22% of the portfolio, ranked #47.

Clearwater Capital Advisors first reported a position in FMB in Q3 2016 and has held it in 39 quarters since. The position peaked at $2.84M in Q3 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Clearwater Capital Advisors held 54,627 shares of First Trust Managed Municipal ETF worth $2.77M as of Q1 2026.
  • Clearwater Capital Advisors sold 623 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $32K.
  • First Trust Managed Municipal ETF made up 0.22% of Clearwater Capital Advisors's portfolio in Q1 2026, its #47 holding.
  • Clearwater Capital Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2016 and has held it in 39 quarters since.
  • Clearwater Capital Advisors's First Trust Managed Municipal ETF position peaked at $2.84M in Q3 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.