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Gilbert & Cook’s First Trust Managed Municipal ETF FMB Stock Holding History

Gilbert & Cook’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 		$824K Hold
16,036
– – 0.09% 107
2026
Q1 		$812K Hold
16,036
– – 0.1% 102
2025
Q4 		$820K Buy
+16,036
New +$820K 0.1% 102

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gilbert & Cook's FMB Position: Q2 2026 in Review

Gilbert & Cook held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 16,036 shares worth $824K. The position accounts for 0.09% of the portfolio, ranked #107.

Gilbert & Cook first reported a position in FMB in Q4 2025 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Gilbert & Cook held 16,036 shares of First Trust Managed Municipal ETF worth $824K as of Q2 2026.
  • Gilbert & Cook left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
  • First Trust Managed Municipal ETF made up 0.09% of Gilbert & Cook's portfolio in Q2 2026, its #107 holding.
  • Gilbert & Cook first reported a position in First Trust Managed Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.