EH
FMB icon

Equitable Holdings’s First Trust Managed Municipal ETF FMB Stock Holding History

Equitable Holdings’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 		$4.79M Buy
93,637
+9,078
+11% +$467K 0.03% 442
2025
Q4 		$4.32M Buy
84,559
+2,755
+3% +$141K 0.03% 413
2025
Q3 		$4.15M Buy
81,804
+12,965
+19% +$648K 0.03% 402
2025
Q2 		$3.43M Buy
68,839
+11,271
+20% +$561K 0.03% 422
2025
Q1 		$2.9M Sell
57,568
-625
-1% -$31.9K 0.03% 420
2024
Q4 		$2.97M Buy
58,193
+1,587
+3% +$81.6K 0.03% 383
2024
Q3 		$2.94M Buy
56,606
+8,696
+18% +$449K 0.03% 385
2024
Q2 		$2.45M Buy
47,910
+1,202
+3% +$61.3K 0.03% 410
2024
Q1 		$2.4M Sell
46,708
-8,876
-16% -$457K 0.03% 397
2023
Q4 		$2.87M Sell
55,584
-188
-0.3% -$9.35K 0.04% 317
2023
Q3 		$2.73M Buy
55,772
+2,524
+5% +$127K 0.04% 292
2023
Q2 		$2.7M Buy
53,248
+3,144
+6% +$159K 0.04% 289
2023
Q1 		$2.55M Sell
50,104
-8,004
-14% -$407K 0.04% 280
2022
Q4 		$2.91M Sell
58,108
-4,448
-7% -$221K 0.05% 241
2022
Q3 		$3.05M Sell
62,556
-5,968
-9% -$303K 0.06% 208
2022
Q2 		$3.47M Sell
68,524
-13,900
-17% -$712K 0.07% 184
2022
Q1 		$4.37M Buy
82,424
+6,333
+8% +$349K 0.07% 175
2021
Q4 		$4.34M Buy
76,091
+2,706
+4% +$154K 0.07% 178
2021
Q3 		$4.17M Buy
73,385
+5,582
+8% +$321K 0.07% 170
2021
Q2 		$3.88M Buy
67,803
+15,615
+30% +$891K 0.07% 165
2021
Q1 		$2.94M Buy
52,188
+9,211
+21% +$522K 0.06% 183
2020
Q4 		$2.44M Sell
42,977
-2,241
-5% -$125K 0.06% 200
2020
Q3 		$2.51M Buy
45,218
+5,338
+13% +$298K 0.06% 175
2020
Q2 		$2.19M Sell
39,880
-11,720
-23% -$631K 0.06% 191
2020
Q1 		$2.79M Buy
51,600
+26,060
+102% +$1.45M 0.1% 129
2019
Q4 		$1.42M Buy
+25,540
New +$1.42M 0.04% 248

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

Equitable Holdings's FMB Position: Q1 2026 in Review

Equitable Holdings increased its First Trust Managed Municipal ETF (FMB) stake by 11% in Q1 2026, buying an estimated $467K and bringing the position to 93,637 shares worth $4.79M. The position accounts for 0.03% of the portfolio, ranked #442.

Equitable Holdings first reported a position in FMB in Q4 2019 and has held it in 26 quarters since. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Equitable Holdings held 93,637 shares of First Trust Managed Municipal ETF worth $4.79M as of Q1 2026.
  • Equitable Holdings bought 9,078 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $467K.
  • First Trust Managed Municipal ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #442 holding.
  • Equitable Holdings first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 26 quarters since.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.