Evergreen Wealth Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History

Evergreen Wealth 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 Q1	$949K	Buy	18,742 +2,717	+17%	+$140K	0.07%	166
2025 Q4	$819K	Buy	+16,025	New	+$819K	0.11%	92
2024 Q4	–	Sell	-6,216	Closed	-$323K	–	108
2024 Q3	$323K	Buy	6,216 +28	+0.5%	+$1.45K	0.22%	82
2024 Q2	$316K	Buy	6,188 +28	+0.5%	+$1.43K	0.22%	85
2024 Q1	$316K	Buy	6,160 +27	+0.4%	+$1.39K	0.23%	85
2023 Q4	$317K	Buy	+6,133	New	+$305K	0.27%	83
2023 Q1	–	Sell	-6,421	Closed	-$322K	–	106
2022 Q4	$322K	Buy	6,421 +1,061	+20%	+$52.6K	0.42%	69
2022 Q3	$261K	Sell	5,360 -23,495	-81%	-$1.19M	0.37%	78
2022 Q2	$1.46M	Buy	+28,855	New	+$1.48M	1.79%	12

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

Evergreen Wealth Solutions's FMB Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its First Trust Managed Municipal ETF (FMB) stake by 17% in Q1 2026, buying an estimated $140K and bringing the position to 18,742 shares worth $949K. The position accounts for 0.07% of the portfolio, ranked #166.

Evergreen Wealth Solutions first reported a position in FMB in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.46M in Q2 2022. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Evergreen Wealth Solutions held 18,742 shares of First Trust Managed Municipal ETF worth $949K as of Q1 2026.
Evergreen Wealth Solutions bought 2,717 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $140K.
First Trust Managed Municipal ETF made up 0.07% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #166 holding.
Evergreen Wealth Solutions first reported a position in First Trust Managed Municipal ETF in Q2 2022 and has held it in 9 quarters since.
Evergreen Wealth Solutions's First Trust Managed Municipal ETF position peaked at $1.46M in Q2 2022.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.