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FMB icon

Harbour Investments’s First Trust Managed Municipal ETF FMB Stock Holding History

Harbour Investments’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 		$2.2M Sell
42,917
-3,320
-7% -$170K 0.03% 508
2026
Q1 		$2.34M Buy
46,237
+17,502
+61% +$900K 0.04% 449
2025
Q4 		$1.47M Sell
28,735
-831
-3% -$42.5K 0.03% 478
2025
Q3 		$1.5M Buy
29,566
+17,367
+142% +$868K 0.03% 435
2025
Q2 		$608K Sell
12,199
-119
-1% -$5.92K 0.02% 702
2025
Q1 		$621K Sell
12,318
-306
-2% -$15.6K 0.02% 642
2024
Q4 		$644K Sell
12,624
-3,977
-24% -$205K 0.02% 623
2024
Q3 		$863K Sell
16,601
-6,098
-27% -$315K 0.03% 493
2024
Q2 		$1.16M Sell
22,699
-1,167
-5% -$59.5K 0.04% 386
2024
Q1 		$1.23M Buy
23,866
+3,325
+16% +$171K 0.04% 364
2023
Q4 		$1.06M Buy
20,541
+483
+2% +$24K 0.04% 349
2023
Q3 		$980K Sell
20,058
-1,164
-5% -$58.4K 0.05% 333
2023
Q2 		$1.08M Sell
21,222
-213
-1% -$10.8K 0.05% 316
2023
Q1 		$1.09M Sell
21,435
-8,736
-29% -$444K 0.06% 301
2022
Q4 		$1.51M Buy
30,171
+5,510
+22% +$273K 0.09% 216
2022
Q3 		$1.25M Hold
24,661
– – 0.08% 234
2022
Q2 		$1.25M Buy
+24,661
New +$1.26M 0.08% 234
2021
Q4 		$2.62M Sell
46,002
-72,439
-61% -$4.11M 0.16% 126
2021
Q3 		$6.72M Buy
118,441
+13,683
+13% +$786K 0.21% 87
2021
Q2 		$6M Buy
104,758
+7,912
+8% +$452K 0.19% 94
2021
Q1 		$5.46M Buy
+96,846
New +$5.49M 0.2% 97

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

Harbour Investments's FMB Position: Q2 2026 in Review

Harbour Investments reduced its First Trust Managed Municipal ETF (FMB) stake by 7.2% in Q2 2026, selling an estimated $170K and leaving 42,917 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #508.

Harbour Investments first reported a position in FMB in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.72M in Q3 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Harbour Investments held 42,917 shares of First Trust Managed Municipal ETF worth $2.2M as of Q2 2026.
  • Harbour Investments sold 3,320 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $170K.
  • First Trust Managed Municipal ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #508 holding.
  • Harbour Investments first reported a position in First Trust Managed Municipal ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's First Trust Managed Municipal ETF position peaked at $6.72M in Q3 2021.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.