HAG
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HighPoint Advisor Group’s First Trust Managed Municipal ETF FMB Stock Holding History

HighPoint Advisor 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
Q2 		$6.7M Sell
130,420
-3,457
-3% -$177K 0.24% 86
2026
Q1 		$6.78M Sell
133,877
-16,292
-11% -$837K 0.28% 76
2025
Q4 		$7.68M Buy
+150,169
New +$7.68M 0.17% 111

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

HighPoint Advisor Group's FMB Position: Q2 2026 in Review

HighPoint Advisor Group reduced its First Trust Managed Municipal ETF (FMB) stake by 2.6% in Q2 2026, selling an estimated $177K and leaving 130,420 shares worth $6.7M. The position accounts for 0.24% of the portfolio, ranked #86.

HighPoint Advisor Group first reported a position in FMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.68M in Q4 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • HighPoint Advisor Group held 130,420 shares of First Trust Managed Municipal ETF worth $6.7M as of Q2 2026.
  • HighPoint Advisor Group sold 3,457 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $177K.
  • First Trust Managed Municipal ETF made up 0.24% of HighPoint Advisor Group's portfolio in Q2 2026, its #86 holding.
  • HighPoint Advisor Group first reported a position in First Trust Managed Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's First Trust Managed Municipal ETF position peaked at $7.68M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.