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Elevated Capital Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Elevated Capital 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 		$507 Hold
10
– – ﹤0.01% 786
2025
Q4 		$511 Buy
+10
New +$511 ﹤0.01% 764

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

Elevated Capital Advisors's FMB Position: Q1 2026 in Review

Elevated Capital Advisors held its First Trust Managed Municipal ETF (FMB) position steady in Q1 2026 at 10 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Elevated Capital Advisors first reported a position in FMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $511 in Q4 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Elevated Capital Advisors held 10 shares of First Trust Managed Municipal ETF worth $507 as of Q1 2026.
  • Elevated Capital Advisors left its First Trust Managed Municipal ETF share count unchanged in Q1 2026.
  • First Trust Managed Municipal ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #786 holding.
  • Elevated Capital Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Elevated Capital Advisors's First Trust Managed Municipal ETF position peaked at $511 in Q4 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.