Envestnet Portfolio Solutions
FMB icon

Envestnet Portfolio Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$2.14M Buy
41,658
+6,705
+19% +$343K 0.01% 486
2026
Q1 		$1.77M Sell
34,953
-819
-2% -$42.1K 0.01% 486
2025
Q4 		$1.83M Buy
35,772
+5,402
+18% +$276K 0.01% 570
2025
Q3 		$1.54M Sell
30,370
-6,402
-17% -$320K 0.01% 596
2025
Q2 		$1.83M Sell
36,772
-1,931
-5% -$96.1K 0.01% 588
2025
Q1 		$1.95M Buy
38,703
+2,925
+8% +$149K 0.01% 589
2024
Q4 		$1.83M Buy
35,778
+1,041
+3% +$53.5K 0.01% 695
2024
Q3 		$1.8M Sell
34,737
-68
-0.2% -$3.51K 0.01% 693
2024
Q2 		$1.78M Buy
34,805
+6,159
+22% +$314K 0.01% 668
2024
Q1 		$1.47M Sell
28,646
-613
-2% -$31.5K 0.01% 724
2023
Q4 		$1.51M Buy
29,259
+1,332
+5% +$66.3K 0.01% 675
2023
Q3 		$1.37M Buy
+27,927
New +$1.4M 0.01% 663

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Portfolio Solutions's FMB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Managed Municipal ETF (FMB) stake by 19% in Q2 2026, buying an estimated $343K and bringing the position to 41,658 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #486.

Envestnet Portfolio Solutions first reported a position in FMB in Q3 2023 and has held it in 12 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Envestnet Portfolio Solutions held 41,658 shares of First Trust Managed Municipal ETF worth $2.14M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 6,705 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $343K.
  • First Trust Managed Municipal ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #486 holding.
  • Envestnet Portfolio Solutions first reported a position in First Trust Managed Municipal ETF in Q3 2023 and has held it in 12 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.