Founders Financial Securities’s First Trust Managed Municipal ETF FMB Stock Holding History

Founders Financial Securities’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	-9,212	Closed	-$471K	–	553
2025 Q4	$471K	Buy	+9,212	New	+$471K	0.03%	388
2025 Q3	–	Sell	-11,409	Closed	-$568K	–	500
2025 Q2	$568K	Buy	11,409 +3,393	+42%	+$169K	0.04%	320
2025 Q1	$399K	Buy	+8,016	New	+$409K	0.03%	352
2024 Q3	–	Sell	-8,050	Closed	-$411K	–	447
2024 Q2	$411K	Buy	+8,050	New	+$411K	0.04%	309
2020 Q3	–	Sell	-4,578	Closed	-$252K	–	179
2020 Q2	$252K	Buy	+4,578	New	+$247K	0.08%	143

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

Founders Financial Securities's FMB Position: Q1 2026 in Review

Founders Financial Securities sold out of First Trust Managed Municipal ETF (FMB) in Q1 2026, closing a stake of 9,212 shares — an estimated $471K sold.

Founders Financial Securities first reported a position in FMB in Q2 2020 and held it in 5 quarters. The position peaked at $568K in Q2 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Founders Financial Securities reported no remaining First Trust Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 9,212 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $471K.
Founders Financial Securities first reported a position in First Trust Managed Municipal ETF in Q2 2020 and held it in 5 quarters.
Founders Financial Securities's First Trust Managed Municipal ETF position peaked at $568K in Q2 2025.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.