FPWM
FMB icon

FSB Premier Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

FSB Premier Wealth 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 		$4.42M Buy
87,194
+3,109
+4% +$160K 1.38% 15
2025
Q4 		$4.3M Sell
84,085
-4,674
-5% -$239K 1.36% 15
2025
Q3 		$4.5M Sell
88,759
-643
-0.7% -$32.1K 1.48% 15
2025
Q2 		$4.45M Buy
89,402
+1,618
+2% +$80.5K 1.59% 15
2025
Q1 		$4.43M Buy
87,784
+2,331
+3% +$119K 1.73% 11
2024
Q4 		$4.36M Buy
85,453
+6,429
+8% +$331K 1.75% 10
2024
Q3 		$4.11M Sell
79,024
-14,439
-15% -$745K 1.68% 12
2024
Q2 		$4.77M Sell
93,463
-2,931
-3% -$150K 2.15% 8
2024
Q1 		$4.95M Buy
96,394
+2,637
+3% +$136K 2.3% 7
2023
Q4 		$4.84M Sell
93,757
-2,708
-3% -$135K 2.43% 7
2023
Q3 		$4.72M Buy
96,465
+12,075
+14% +$606K 2.62% 7
2023
Q2 		$4.28M Sell
84,390
-242
-0.3% -$12.3K 2.32% 8
2023
Q1 		$4.31M Buy
84,632
+5,229
+7% +$266K 2.4% 8
2022
Q4 		$3.98M Sell
79,403
-45,434
-36% -$2.25M 2.18% 11
2022
Q3 		$6.08M Sell
124,837
-1,477
-1% -$75K 3.56% 7
2022
Q2 		$6.39M Sell
126,314
-1,970
-2% -$101K 3.54% 7
2022
Q1 		$6.6M Sell
128,284
-1,496
-1% -$82.3K 3.31% 7
2021
Q4 		$7.39M Buy
129,780
+14
+0% +$795 3.09% 8
2021
Q3 		$7.37M Buy
129,766
+2,542
+2% +$146K 3.69% 6
2021
Q2 		$7.29M Buy
127,224
+9,371
+8% +$535K 3.73% 7
2021
Q1 		$6.65M Buy
117,853
+1,832
+2% +$104K 3.58% 7
2020
Q4 		$6.58M Buy
+116,021
New +$6.5M 3.52% 7

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

FSB Premier Wealth Management's FMB Position: Q1 2026 in Review

FSB Premier Wealth Management increased its First Trust Managed Municipal ETF (FMB) stake by 3.7% in Q1 2026, buying an estimated $160K and bringing the position to 87,194 shares worth $4.42M. The position accounts for 1.38% of the portfolio, ranked #15.

FSB Premier Wealth Management first reported a position in FMB in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.39M in Q4 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • FSB Premier Wealth Management held 87,194 shares of First Trust Managed Municipal ETF worth $4.42M as of Q1 2026.
  • FSB Premier Wealth Management bought 3,109 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $160K.
  • First Trust Managed Municipal ETF made up 1.38% of FSB Premier Wealth Management's portfolio in Q1 2026, its #15 holding.
  • FSB Premier Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's First Trust Managed Municipal ETF position peaked at $7.39M in Q4 2021.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.