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DHJJ Financial Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

DHJJ Financial 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 		$206K Buy
4,064
+1,181
+41% +$60.7K 0.07% 190
2025
Q4 		$147K Buy
2,883
+2,053
+247% +$105K 0.05% 226
2025
Q3 		$42.1K Sell
830
-30
-3% -$1.5K 0.01% 390
2025
Q2 		$42.9K Sell
860
-8
-0.9% -$398 0.02% 367
2025
Q1 		$43.8K Sell
868
-108
-11% -$5.51K 0.02% 331
2024
Q4 		$49.8K Buy
976
+85
+10% +$4.37K 0.02% 305
2024
Q3 		$46.3K Buy
891
+101
+13% +$5.21K 0.02% 315
2024
Q2 		$40.4K Buy
790
+430
+119% +$21.9K 0.02% 304
2024
Q1 		$18.5K Buy
360
+325
+929% +$16.7K 0.01% 374
2023
Q4 		$1.81K Sell
35
-32,472
-100% -$1.62M ﹤0.01% 547
2023
Q3 		$1.59M Sell
32,507
-1,450
-4% -$72.8K 0.81% 25
2023
Q2 		$1.72M Buy
33,957
+4,542
+15% +$230K 0.9% 26
2023
Q1 		$1.5M Buy
29,415
+2,927
+11% +$149K 0.82% 31
2022
Q4 		$1.36M Sell
26,488
-17,745
-40% -$880K 0.78% 31
2022
Q3 		$2.16M Sell
44,233
-1,397
-3% -$71K 1.26% 19
2022
Q2 		$2.31M Buy
45,630
+14,774
+48% +$757K 1.29% 19
2022
Q1 		$1.64M Buy
30,856
+510
+2% +$28.1K 0.79% 33
2021
Q4 		$1.73M Buy
30,346
+79
+0.3% +$4.49K 0.81% 31
2021
Q3 		$1.72M Buy
30,267
+2,793
+10% +$160K 0.89% 26
2021
Q2 		$1.57M Buy
27,474
+682
+3% +$38.9K 0.83% 30
2021
Q1 		$1.51M Buy
26,792
+3,940
+17% +$223K 0.88% 29
2020
Q4 		$1.3M Buy
+22,852
New +$1.28M 0.81% 32

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

DHJJ Financial Advisors's FMB Position: Q1 2026 in Review

DHJJ Financial Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 41% in Q1 2026, buying an estimated $60.7K and bringing the position to 4,064 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #190.

DHJJ Financial Advisors first reported a position in FMB in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.31M in Q2 2022. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • DHJJ Financial Advisors held 4,064 shares of First Trust Managed Municipal ETF worth $206K as of Q1 2026.
  • DHJJ Financial Advisors bought 1,181 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $60.7K.
  • First Trust Managed Municipal ETF made up 0.07% of DHJJ Financial Advisors's portfolio in Q1 2026, its #190 holding.
  • DHJJ Financial Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 22 quarters since.
  • DHJJ Financial Advisors's First Trust Managed Municipal ETF position peaked at $2.31M in Q2 2022.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.