Financial Engines Advisors
FMB icon

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

Financial Engines 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 		– Sell
-4,877
Closed -$249K – 545
2025
Q4 		$249K Hold
4,877
– – ﹤0.01% 495
2025
Q3 		$247K Buy
+4,877
New +$244K ﹤0.01% 499

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

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

Financial Engines Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q1 2026, closing a stake of 4,877 shares — an estimated $249K sold.

Financial Engines Advisors first reported a position in FMB in Q3 2025 and held it in 2 quarters. The position peaked at $249K in Q4 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Financial Engines Advisors reported no remaining First Trust Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Engines Advisors sold 4,877 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $249K.
  • Financial Engines Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2025 and held it in 2 quarters.
  • Financial Engines Advisors's First Trust Managed Municipal ETF position peaked at $249K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.