High Net Worth Advisory Group’s First Trust Managed Municipal ETF FMB Stock Holding History

High Net Worth Advisory Group’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	$712K	Buy	14,057 +4,001	+40%	+$206K	0.17%	121
2025 Q4	$514K	Sell	10,056 -1,584	-14%	-$81K	0.12%	138
2025 Q3	$590K	Sell	11,640 -11,139	-49%	-$557K	0.14%	125
2025 Q2	$1.13M	Buy	22,779 +110	+0.5%	+$5.47K	0.3%	74
2025 Q1	$1.14M	Buy	22,669 +102	+0.5%	+$5.2K	0.32%	72
2024 Q4	$1.15M	Buy	22,567 +4,029	+22%	+$207K	0.32%	70
2024 Q3	$963K	Buy	18,538 +16	+0.1%	+$826	0.26%	87
2024 Q2	$946K	Buy	18,522 +9	+0%	+$459	0.29%	78
2024 Q1	$951K	Sell	18,513 -190	-1%	-$9.78K	0.3%	78
2023 Q4	$966K	Buy	18,703 +624	+3%	+$31K	0.36%	68
2023 Q3	$884K	Buy	18,079 +212	+1%	+$10.6K	0.35%	69
2023 Q2	$906K	Sell	17,867 -571	-3%	-$29K	0.35%	72
2023 Q1	$939K	Buy	18,438 +129	+0.7%	+$6.56K	0.38%	68
2022 Q4	$917K	Sell	18,309 -3,252	-15%	-$161K	0.36%	68
2022 Q3	$1.05M	Buy	21,561 +92	+0.4%	+$4.67K	0.45%	55
2022 Q2	$1.09M	Buy	21,469 +6,803	+46%	+$349K	0.45%	55
2022 Q1	$778K	Buy	14,666 +8,676	+145%	+$478K	0.28%	82
2021 Q4	$341K	Buy	+5,990	New	+$340K	0.12%	142

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

High Net Worth Advisory Group's FMB Position: Q1 2026 in Review

High Net Worth Advisory Group increased its First Trust Managed Municipal ETF (FMB) stake by 40% in Q1 2026, buying an estimated $206K and bringing the position to 14,057 shares worth $712K. The position accounts for 0.17% of the portfolio, ranked #121.

High Net Worth Advisory Group first reported a position in FMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.15M in Q4 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

High Net Worth Advisory Group held 14,057 shares of First Trust Managed Municipal ETF worth $712K as of Q1 2026.
High Net Worth Advisory Group bought 4,001 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $206K.
First Trust Managed Municipal ETF made up 0.17% of High Net Worth Advisory Group's portfolio in Q1 2026, its #121 holding.
High Net Worth Advisory Group first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's First Trust Managed Municipal ETF position peaked at $1.15M in Q4 2024.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.