IA
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IFG Advisory’s First Trust Managed Municipal ETF FMB Stock Holding History

IFG Advisory’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 		– Sell
-17,944
Closed -$918K – 507
2025
Q4 		$918K Sell
17,944
-267
-1% -$13.6K 0.04% 380
2025
Q3 		$923K Buy
18,211
+61
+0.3% +$3.05K 0.04% 371
2025
Q2 		$904K Sell
18,150
-10,641
-37% -$529K 0.05% 370
2025
Q1 		$1.45M Buy
28,791
+154
+0.5% +$7.85K 0.08% 259
2024
Q4 		$1.46M Sell
28,637
-5,382
-16% -$277K 0.08% 245
2024
Q3 		$1.77M Sell
34,019
-15
-0% -$774 0.11% 213
2024
Q2 		$1.74M Buy
34,034
+3,106
+10% +$158K 0.11% 217
2024
Q1 		$1.59M Sell
30,928
-643
-2% -$33.1K 0.12% 211
2023
Q4 		$1.63M Sell
31,571
-4,319
-12% -$215K 0.12% 196
2023
Q3 		$1.75M Sell
35,890
-700
-2% -$35.1K 0.15% 177
2023
Q2 		$1.85M Buy
36,590
+62
+0.2% +$3.14K 0.16% 175
2023
Q1 		$1.86M Sell
36,528
-2,497
-6% -$127K 0.17% 146
2022
Q4 		$1.96M Sell
39,025
-17,800
-31% -$883K 0.19% 125
2022
Q3 		$2.77M Buy
56,825
+4,789
+9% +$243K 0.25% 88
2022
Q2 		$2.63M Sell
52,036
-15,559
-23% -$797K 0.28% 81
2022
Q1 		$3.59M Buy
67,595
+580
+0.9% +$31.9K 0.36% 60
2021
Q4 		$3.82M Sell
67,015
-321
-0.5% -$18.2K 0.37% 56
2021
Q3 		$3.82M Buy
67,336
+1,067
+2% +$61.3K 0.41% 50
2021
Q2 		$3.79M Buy
66,269
+3,609
+6% +$206K 0.42% 49
2021
Q1 		$3.54M Sell
62,660
-438
-0.7% -$24.8K 0.44% 49
2020
Q4 		$3.58M Buy
63,098
+356
+0.6% +$19.9K 0.5% 46
2020
Q3 		$3.49M Buy
62,742
+6,025
+11% +$336K 0.56% 38
2020
Q2 		$3.12M Buy
56,717
+2,992
+6% +$161K 0.56% 43
2020
Q1 		$2.9M Sell
53,725
-876
-2% -$48.7K 0.65% 34
2019
Q4 		$3.03M Buy
54,601
+5,830
+12% +$323K 0.55% 37
2019
Q3 		$2.71M Buy
+48,771
New +$2.71M 0.53% 44

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

IFG Advisory's FMB Position: Q1 2026 in Review

IFG Advisory sold out of First Trust Managed Municipal ETF (FMB) in Q1 2026, closing a stake of 17,944 shares — an estimated $918K sold.

IFG Advisory first reported a position in FMB in Q3 2019 and held it in 26 quarters. The position peaked at $3.82M in Q3 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • IFG Advisory reported no remaining First Trust Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 17,944 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $918K.
  • IFG Advisory first reported a position in First Trust Managed Municipal ETF in Q3 2019 and held it in 26 quarters.
  • IFG Advisory's First Trust Managed Municipal ETF position peaked at $3.82M in Q3 2021.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.