Delos Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Delos Wealth 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	$660K	Hold	13,030	–	–	0.38%	43
2025 Q4	$666K	Hold	13,030	–	–	0.44%	38
2025 Q3	$661K	Hold	13,030	–	–	0.45%	38
2025 Q2	$649K	Hold	13,030	–	–	0.51%	37
2025 Q1	$657K	Hold	13,030	–	–	0.52%	37
2024 Q4	$665K	Hold	13,030	–	–	0.53%	36
2024 Q3	$677K	Hold	13,030	–	–	0.59%	37
2024 Q2	$665K	Sell	13,030 -1,475	-10%	-$75.2K	0.64%	35
2024 Q1	$745K	Buy	+14,505	New	+$746K	0.84%	35

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

Delos Wealth Advisors's FMB Position: Q1 2026 in Review

Delos Wealth Advisors held its First Trust Managed Municipal ETF (FMB) position steady in Q1 2026 at 13,030 shares worth $660K. The position accounts for 0.38% of the portfolio, ranked #43.

Delos Wealth Advisors first reported a position in FMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $745K in Q1 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Delos Wealth Advisors held 13,030 shares of First Trust Managed Municipal ETF worth $660K as of Q1 2026.
Delos Wealth Advisors left its First Trust Managed Municipal ETF share count unchanged in Q1 2026.
First Trust Managed Municipal ETF made up 0.38% of Delos Wealth Advisors's portfolio in Q1 2026, its #43 holding.
Delos Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q1 2024 and has held it in 9 quarters since.
Delos Wealth Advisors's First Trust Managed Municipal ETF position peaked at $745K in Q1 2024.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.