HBW
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Hazlett, Burt & Watson’s First Trust Managed Municipal ETF FMB Stock Holding History

Hazlett, Burt & Watson’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 		$63K Hold
1,250
– – 0.02% 412
2025
Q4 		$64K Buy
1,250
+350
+39% +$17.9K 0.02% 404
2025
Q3 		$45K Buy
+900
New +$45K 0.02% 440

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

Hazlett, Burt & Watson's FMB Position: Q1 2026 in Review

Hazlett, Burt & Watson held its First Trust Managed Municipal ETF (FMB) position steady in Q1 2026 at 1,250 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #412.

Hazlett, Burt & Watson first reported a position in FMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $64K in Q4 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Hazlett, Burt & Watson held 1,250 shares of First Trust Managed Municipal ETF worth $63K as of Q1 2026.
  • Hazlett, Burt & Watson left its First Trust Managed Municipal ETF share count unchanged in Q1 2026.
  • First Trust Managed Municipal ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #412 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust Managed Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • Hazlett, Burt & Watson's First Trust Managed Municipal ETF position peaked at $64K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.