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Impact Partnership Wealth’s First Trust Managed Municipal ETF FMB Stock Holding History

Impact Partnership Wealth’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 		$441K Sell
8,705
-170
-2% -$8.74K 0.05% 219
2025
Q4 		$454K Sell
8,875
-387
-4% -$19.8K 0.06% 208
2025
Q3 		$470K Sell
9,262
-2,402
-21% -$120K 0.07% 168
2025
Q2 		$581K Sell
11,664
-3,649
-24% -$182K 0.11% 118
2025
Q1 		$772K Sell
15,313
-705
-4% -$36K 0.16% 67
2024
Q4 		$817K Buy
16,018
+716
+5% +$36.8K 0.16% 70
2024
Q3 		$795K Buy
+15,302
New +$790K 0.18% 67

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

Impact Partnership Wealth's FMB Position: Q1 2026 in Review

Impact Partnership Wealth reduced its First Trust Managed Municipal ETF (FMB) stake by 1.9% in Q1 2026, selling an estimated $8.74K and leaving 8,705 shares worth $441K. The position accounts for 0.05% of the portfolio, ranked #219.

Impact Partnership Wealth first reported a position in FMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $817K in Q4 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Impact Partnership Wealth held 8,705 shares of First Trust Managed Municipal ETF worth $441K as of Q1 2026.
  • Impact Partnership Wealth sold 170 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $8.74K.
  • First Trust Managed Municipal ETF made up 0.05% of Impact Partnership Wealth's portfolio in Q1 2026, its #219 holding.
  • Impact Partnership Wealth first reported a position in First Trust Managed Municipal ETF in Q3 2024 and has held it in 7 quarters since.
  • Impact Partnership Wealth's First Trust Managed Municipal ETF position peaked at $817K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.