IWM
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IHT Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

IHT Wealth Management’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 		$636K Sell
12,549
-684
-5% -$35.2K 0.01% 735
2025
Q4 		$677K Buy
13,233
+492
+4% +$25.1K 0.02% 658
2025
Q3 		$646K Buy
12,741
+97
+0.8% +$4.85K 0.02% 658
2025
Q2 		$630K Buy
12,644
+1,162
+10% +$57.8K 0.02% 633
2025
Q1 		$579K Buy
11,482
+143
+1% +$7.29K 0.02% 622
2024
Q4 		$578K Sell
11,339
-1,761
-13% -$90.6K 0.02% 634
2024
Q3 		$681K Buy
13,100
+1,547
+13% +$79.9K 0.02% 619
2024
Q2 		$590K Sell
11,553
-103
-0.9% -$5.25K 0.02% 583
2024
Q1 		$599K Buy
11,656
+1,515
+15% +$78K 0.02% 577
2023
Q4 		$524K Sell
10,141
-2,562
-20% -$127K 0.02% 582
2023
Q3 		$621K Sell
12,703
-85
-0.7% -$4.27K 0.03% 480
2023
Q2 		$648K Sell
12,788
-1,201
-9% -$60.9K 0.03% 463
2023
Q1 		$713K Buy
13,989
+202
+1% +$10.3K 0.04% 398
2022
Q4 		$691K Sell
13,787
-3,129
-18% -$155K 0.04% 391
2022
Q3 		$824K Buy
16,916
+4,343
+35% +$221K 0.06% 319
2022
Q2 		$636K Sell
12,573
-1,881
-13% -$96.4K 0.06% 327
2022
Q1 		$767K Buy
14,454
+2,165
+18% +$119K 0.06% 311
2021
Q4 		$700K Sell
12,289
-85
-0.7% -$4.83K 0.05% 343
2021
Q3 		$703K Buy
12,374
+378
+3% +$21.7K 0.06% 325
2021
Q2 		$687K Buy
11,996
+1,696
+16% +$96.8K 0.04% 419
2021
Q1 		$581K Buy
10,300
+3,236
+46% +$184K 0.04% 407
2020
Q4 		$401K Buy
7,064
+116
+2% +$6.5K 0.03% 481
2020
Q3 		$386K Sell
6,948
-4,417
-39% -$246K 0.04% 406
2020
Q2 		$625K Sell
11,365
-3,107
-21% -$167K 0.09% 244
2020
Q1 		$782K Buy
14,472
+4,712
+48% +$262K 0.11% 194
2019
Q4 		$542K Sell
9,760
-3,787
-28% -$210K 0.06% 313
2019
Q3 		$753K Sell
13,547
-1,815
-12% -$101K 0.1% 239
2019
Q2 		$841K Sell
15,362
-7,905
-34% -$429K 0.12% 196
2019
Q1 		$1.25M Buy
+23,267
New +$1.23M 0.21% 120
2018
Q2 		– Sell
-2,725
Closed -$143K – 757
2018
Q1 		$143K Buy
2,725
+1,475
+118% +$77.9K 0.04% 409
2017
Q4 		$67K Buy
+1,250
New +$66.7K 0.02% 604

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 $4.02B AUM 20% 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

IHT Wealth Management's FMB Position: Q1 2026 in Review

IHT Wealth Management reduced its First Trust Managed Municipal ETF (FMB) stake by 5.2% in Q1 2026, selling an estimated $35.2K and leaving 12,549 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #735.

IHT Wealth Management first reported a position in FMB in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.25M in Q1 2019. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • IHT Wealth Management held 12,549 shares of First Trust Managed Municipal ETF worth $636K as of Q1 2026.
  • IHT Wealth Management sold 684 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $35.2K.
  • First Trust Managed Municipal ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #735 holding.
  • IHT Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2017 and has held it in 31 quarters since.
  • IHT Wealth Management's First Trust Managed Municipal ETF position peaked at $1.25M in Q1 2019.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.