Family Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Family Capital Management’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	$1.52M	Sell	30,052 -721	-2%	-$37.1K	0.68%	31
2025 Q4	$1.57M	Buy	30,773 +1,455	+5%	+$74.4K	0.7%	32
2025 Q3	$1.49M	Sell	29,318 -1,885	-6%	-$94.2K	0.71%	29
2025 Q2	$1.55M	Sell	31,203 -302	-1%	-$15K	0.81%	26
2025 Q1	$1.59M	Sell	31,505 -2,192	-7%	-$112K	0.98%	22
2024 Q4	$1.72M	Sell	33,697 -1,065	-3%	-$54.8K	1.04%	22
2024 Q3	$1.81M	Sell	34,762 -603	-2%	-$31.1K	1.16%	21
2024 Q2	$1.81M	Sell	35,365 -5,962	-14%	-$304K	1.23%	20
2024 Q1	$2.12M	Sell	41,327 -5,752	-12%	-$296K	1.48%	16
2023 Q4	$2.43M	Sell	47,079 -41,616	-47%	-$2.07M	1.72%	14
2023 Q3	$4.34M	Sell	88,695 -3,733	-4%	-$187K	2.86%	11
2023 Q2	$4.68M	Sell	92,428 -929	-1%	-$47.1K	2.92%	11
2023 Q1	$4.76M	Buy	93,357 +9,084	+11%	+$462K	2.06%	12
2022 Q4	$4.22M	Buy	+84,273	New	+$4.18M	2.78%	11

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

Family Capital Management's FMB Position: Q1 2026 in Review

Family Capital Management reduced its First Trust Managed Municipal ETF (FMB) stake by 2.3% in Q1 2026, selling an estimated $37.1K and leaving 30,052 shares worth $1.52M. The position accounts for 0.68% of the portfolio, ranked #31.

Family Capital Management first reported a position in FMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.76M in Q1 2023. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Family Capital Management held 30,052 shares of First Trust Managed Municipal ETF worth $1.52M as of Q1 2026.
Family Capital Management sold 721 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $37.1K.
First Trust Managed Municipal ETF made up 0.68% of Family Capital Management's portfolio in Q1 2026, its #31 holding.
Family Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2022 and has held it in 14 quarters since.
Family Capital Management's First Trust Managed Municipal ETF position peaked at $4.76M in Q1 2023.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.