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Cypress Capital Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Cypress Capital Group’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 		$752K Sell
14,850
-9,000
-38% -$463K 0.08% 142
2025
Q4 		$1.22M Sell
23,850
-13,050
-35% -$667K 0.14% 112
2025
Q3 		$1.87M Buy
36,900
+1,750
+5% +$87.5K 0.22% 86
2025
Q2 		$1.75M Buy
35,150
+1,700
+5% +$84.6K 0.22% 89
2025
Q1 		$1.69M Buy
33,450
+6,850
+26% +$349K 0.22% 87
2024
Q4 		$1.36M Sell
26,600
-6,850
-20% -$352K 0.17% 106
2024
Q3 		$1.74M Buy
33,450
+7,500
+29% +$387K 0.2% 98
2024
Q2 		$1.33M Sell
25,950
-10,495
-29% -$535K 0.16% 109
2024
Q1 		$1.87M Sell
36,445
-5,800
-14% -$298K 0.22% 96
2023
Q4 		$2.18M Sell
42,245
-26,747
-39% -$1.33M 0.28% 83
2023
Q3 		$3.37M Sell
68,992
-2,500
-3% -$126K 0.49% 57
2023
Q2 		$3.62M Sell
71,492
-7,100
-9% -$360K 0.52% 53
2023
Q1 		$4M Sell
78,592
-7,860
-9% -$400K 0.61% 45
2022
Q4 		$4.33M Sell
86,452
-29,075
-25% -$1.44M 0.65% 44
2022
Q3 		$5.63M Sell
115,527
-59,692
-34% -$3.03M 0.94% 30
2022
Q2 		$8.87M Sell
175,219
-47,970
-21% -$2.46M 1.35% 13
2022
Q1 		$11.8M Buy
223,189
+24,860
+13% +$1.37M 1.46% 12
2021
Q4 		$11.3M Sell
198,329
-4,765
-2% -$271K 1.42% 14
2021
Q3 		$11.5M Buy
203,094
+8,900
+5% +$511K 1.57% 14
2021
Q2 		$11.1M Buy
194,194
+16,960
+10% +$968K 1.51% 15
2021
Q1 		$10M Buy
177,234
+10,380
+6% +$589K 1.42% 16
2020
Q4 		$9.46M Buy
166,854
+11,095
+7% +$621K 1.43% 17
2020
Q3 		$8.66M Buy
155,759
+33,474
+27% +$1.87M 1.44% 17
2020
Q2 		$6.73M Buy
122,285
+1,700
+1% +$91.5K 1.23% 21
2020
Q1 		$6.52M Buy
120,585
+6,159
+5% +$342K 1.5% 19
2019
Q4 		$6.36M Buy
114,426
+14,127
+14% +$784K 1.13% 24
2019
Q3 		$5.57M Buy
100,299
+26,349
+36% +$1.46M 1.07% 25
2019
Q2 		$4.05M Buy
73,950
+5,467
+8% +$297K 0.8% 39
2019
Q1 		$3.69M Buy
68,483
+22,950
+50% +$1.22M 0.76% 43
2018
Q4 		$2.4M Buy
45,533
+13,850
+44% +$721K 0.55% 57
2018
Q3 		$1.66M Buy
31,683
+19,048
+151% +$1M 0.31% 87
2018
Q2 		$666K Buy
12,635
+1,800
+17% +$94.6K 0.14% 132
2018
Q1 		$569K Buy
+10,835
New +$572K 0.12% 141

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

Cypress Capital Group's FMB Position: Q1 2026 in Review

Cypress Capital Group reduced its First Trust Managed Municipal ETF (FMB) stake by 38% in Q1 2026, selling an estimated $463K and leaving 14,850 shares worth $752K. The position accounts for 0.08% of the portfolio, ranked #142.

Cypress Capital Group first reported a position in FMB in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.8M in Q1 2022. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Cypress Capital Group held 14,850 shares of First Trust Managed Municipal ETF worth $752K as of Q1 2026.
  • Cypress Capital Group sold 9,000 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $463K.
  • First Trust Managed Municipal ETF made up 0.08% of Cypress Capital Group's portfolio in Q1 2026, its #142 holding.
  • Cypress Capital Group first reported a position in First Trust Managed Municipal ETF in Q1 2018 and has held it in 33 quarters since.
  • Cypress Capital Group's First Trust Managed Municipal ETF position peaked at $11.8M in Q1 2022.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Cypress Capital Group's 13F filing for Q1 2026, filed 15 May 2026.