Concurrent Investment Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Concurrent Investment 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	$1.28M	Sell	25,247 -2,011	-7%	-$103K	0.01%	783
2025 Q4	$1.39M	Buy	27,258 +3,579	+15%	+$183K	0.02%	698
2025 Q3	$1.2M	Buy	23,679 +1,359	+6%	+$67.9K	0.02%	600
2025 Q2	$1.11M	Buy	22,320 +3,665	+20%	+$182K	0.02%	569
2025 Q1	$941K	Buy	18,655 +3,462	+23%	+$177K	0.02%	562
2024 Q4	$775K	Buy	15,193 +8,384	+123%	+$431K	0.02%	554
2024 Q3	$354K	Buy	+6,809	New	+$352K	0.01%	725

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Concurrent Investment Advisors's FMB Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 7.4% in Q1 2026, selling an estimated $103K and leaving 25,247 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #783.

Concurrent Investment Advisors first reported a position in FMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Concurrent Investment Advisors held 25,247 shares of First Trust Managed Municipal ETF worth $1.28M as of Q1 2026.
Concurrent Investment Advisors sold 2,011 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $103K.
First Trust Managed Municipal ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #783 holding.
Concurrent Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2024 and has held it in 7 quarters since.
Concurrent Investment Advisors's First Trust Managed Municipal ETF position peaked at $1.39M in Q4 2025.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.