Foundations Investment Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Foundations Investment 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 Q2	$203K	Buy	+3,942	New	+$202K	﹤0.01%	1146
2025 Q3	–	Sell	-6,487	Closed	-$323K	–	1052
2025 Q2	$323K	Sell	6,487 -1,362	-17%	-$67.8K	0.01%	715
2025 Q1	$396K	Buy	7,849 +11	+0.1%	+$561	0.01%	637
2024 Q4	$400K	Buy	7,838 +386	+5%	+$19.9K	0.01%	592
2024 Q3	$387K	Sell	7,452 -491	-6%	-$25.4K	0.01%	576
2024 Q2	$406K	Sell	7,943 -1,243	-14%	-$63.4K	0.01%	541
2024 Q1	$472K	Hold	9,186	–	–	0.01%	475
2023 Q4	$475K	Buy	+9,186	New	+$457K	0.01%	445

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Foundations Investment Advisors's FMB Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2026: 3,942 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1146 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in FMB as recently as Q2 2025.

Foundations Investment Advisors first reported a position in FMB in Q4 2023 and has held it in 8 quarters since. The position peaked at $475K in Q4 2023. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Foundations Investment Advisors held 3,942 shares of First Trust Managed Municipal ETF worth $203K as of Q2 2026.
First Trust Managed Municipal ETF was a new Foundations Investment Advisors position in Q2 2026.
First Trust Managed Municipal ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1146 holding.
Foundations Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2023 and has held it in 8 quarters since.
Foundations Investment Advisors's First Trust Managed Municipal ETF position peaked at $475K in Q4 2023.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.