Icon Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Icon Wealth Advisors’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	$271K	Buy	5,267 +48	+0.9%	+$2.46K	0.02%	360
2026 Q1	$267K	Buy	5,219 +47	+0.9%	+$2.42K	0.02%	336
2025 Q4	$264K	Buy	5,172 +44	+0.9%	+$2.25K	0.02%	338
2025 Q3	$260K	Buy	5,128 +44	+0.9%	+$2.2K	0.02%	333
2025 Q2	$253K	Buy	5,084 +44	+0.9%	+$2.19K	0.02%	334
2025 Q1	$254K	Buy	5,040 +41	+0.8%	+$2.09K	0.02%	309
2024 Q4	$255K	Buy	4,999 +40	+0.8%	+$2.06K	0.02%	330
2024 Q3	$258K	Buy	4,959 +27	+0.5%	+$1.39K	0.02%	316
2024 Q2	$254K	Buy	4,932 +52	+1%	+$2.65K	0.02%	300
2024 Q1	$251K	Buy	4,880 +26	+0.5%	+$1.34K	0.02%	306
2023 Q4	$251K	Buy	+4,854	New	+$241K	0.03%	290
2022 Q4	$385K	Hold	7,685	–	–	0.04%	219
2022 Q3	$374K	Buy	+7,685	New	+$390K	0.05%	212

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Icon Wealth Advisors's FMB Position: Q2 2026 in Review

Icon Wealth Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 0.92% in Q2 2026, buying an estimated $2.46K and bringing the position to 5,267 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #360.

Icon Wealth Advisors first reported a position in FMB in Q3 2022 and has held it in 13 quarters since. The position peaked at $385K in Q4 2022. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Icon Wealth Advisors held 5,267 shares of First Trust Managed Municipal ETF worth $271K as of Q2 2026.
Icon Wealth Advisors bought 48 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $2.46K.
First Trust Managed Municipal ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #360 holding.
Icon Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's First Trust Managed Municipal ETF position peaked at $385K in Q4 2022.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.