HI
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
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 $1.66T 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

Harbour Investments's FMB Position: Q1 2026 in Review

Harbour Investments increased its First Trust Managed Municipal ETF (FMB) stake by 61% in Q1 2026, buying an estimated $900K and bringing the position to 46,237 shares worth $2.34M. The position accounts for 0.04% of the portfolio, ranked #449.

Harbour Investments first reported a position in FMB in Q1 2021 and has held it in 20 quarters since. The position peaked at $6.72M in Q3 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Harbour Investments held 46,237 shares of First Trust Managed Municipal ETF worth $2.34M as of Q1 2026.
  • Harbour Investments bought 17,502 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $900K.
  • First Trust Managed Municipal ETF made up 0.04% of Harbour Investments's portfolio in Q1 2026, its #449 holding.
  • Harbour Investments first reported a position in First Trust Managed Municipal ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's First Trust Managed Municipal ETF position peaked at $6.72M in Q3 2021.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.