Fi3 Financial Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Fi3 Financial 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	$292K	Sell	5,761 -5,636	-49%	-$290K	0.08%	142
2025 Q4	$583K	Hold	11,397	–	–	0.18%	52
2025 Q3	$578K	Hold	11,397	–	–	0.2%	49
2025 Q2	$568K	Hold	11,397	–	–	0.2%	44
2025 Q1	$575K	Hold	11,397	–	–	0.23%	44
2024 Q4	$581K	Hold	11,397	–	–	0.22%	44
2024 Q3	$592K	Buy	+11,397	New	+$588K	0.24%	38

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

Fi3 Financial Advisors's FMB Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 49% in Q1 2026, selling an estimated $290K and leaving 5,761 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #142.

Fi3 Financial Advisors first reported a position in FMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $592K in Q3 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Fi3 Financial Advisors held 5,761 shares of First Trust Managed Municipal ETF worth $292K as of Q1 2026.
Fi3 Financial Advisors sold 5,636 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $290K.
First Trust Managed Municipal ETF made up 0.08% of Fi3 Financial Advisors's portfolio in Q1 2026, its #142 holding.
Fi3 Financial Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2024 and has held it in 7 quarters since.
Fi3 Financial Advisors's First Trust Managed Municipal ETF position peaked at $592K in Q3 2024.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.