Creative Planning
FMB icon

Creative Planning’s First Trust Managed Municipal ETF FMB Stock Holding History

Creative Planning’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 		$2.03M Sell
40,150
-1,458
-4% -$74.9K ﹤0.01% 1882
2025
Q4 		$2.13M Sell
41,608
-11,064
-21% -$566K ﹤0.01% 1688
2025
Q3 		$2.67M Sell
52,672
-29,821
-36% -$1.49M ﹤0.01% 1316
2025
Q2 		$4.11M Sell
82,493
-304,293
-79% -$15.1M ﹤0.01% 855
2025
Q1 		$19.5M Buy
386,786
+381,942
+7,885% +$19.5M 0.02% 334
2024
Q4 		$247K Hold
4,844
– – ﹤0.01% 2820
2024
Q3 		$252K Sell
4,844
-1,653
-25% -$85.3K ﹤0.01% 2669
2024
Q2 		$332K Sell
6,497
-4,608
-41% -$235K ﹤0.01% 2267
2024
Q1 		$570K Sell
11,105
-14,790
-57% -$761K ﹤0.01% 1762
2023
Q4 		$1.34M Sell
25,895
-12,465
-32% -$620K ﹤0.01% 1095
2023
Q3 		$1.88M Buy
38,360
+26,674
+228% +$1.34M ﹤0.01% 873
2023
Q2 		$592K Sell
11,686
-2,100
-15% -$106K ﹤0.01% 1445
2023
Q1 		$702K Sell
13,786
-4,839
-26% -$246K ﹤0.01% 1279
2022
Q4 		$933K Sell
18,625
-10,674
-36% -$529K ﹤0.01% 1071
2022
Q3 		$1.43M Sell
29,299
-15,922
-35% -$809K ﹤0.01% 807
2022
Q2 		$2.29M Sell
45,221
-51,271
-53% -$2.63M ﹤0.01% 671
2022
Q1 		$5.12M Sell
96,492
-13,990
-13% -$770K 0.01% 447
2021
Q4 		$6.29M Buy
+110,482
New +$6.28M 0.01% 368
2017
Q3 		– Sell
-438
Closed -$23K – 2514
2017
Q2 		$23K Buy
+438
New +$23K ﹤0.01% 3088

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

Creative Planning's FMB Position: Q1 2026 in Review

Creative Planning reduced its First Trust Managed Municipal ETF (FMB) stake by 3.5% in Q1 2026, selling an estimated $74.9K and leaving 40,150 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Creative Planning first reported a position in FMB in Q2 2017 and has held it in 19 quarters since. The position peaked at $19.5M in Q1 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Creative Planning held 40,150 shares of First Trust Managed Municipal ETF worth $2.03M as of Q1 2026.
  • Creative Planning sold 1,458 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $74.9K.
  • First Trust Managed Municipal ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1882 holding.
  • Creative Planning first reported a position in First Trust Managed Municipal ETF in Q2 2017 and has held it in 19 quarters since.
  • Creative Planning's First Trust Managed Municipal ETF position peaked at $19.5M in Q1 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.