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Integrated Wealth Concepts’s First Trust Managed Municipal ETF FMB Stock Holding History

Integrated Wealth Concepts’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 		$1.05M Buy
20,703
+5,243
+34% +$270K 0.01% 1085
2025
Q4 		$791K Sell
15,460
-3,366
-18% -$172K 0.01% 878
2025
Q3 		$955K Buy
18,826
+858
+5% +$42.9K 0.01% 1010
2025
Q2 		$895K Sell
17,968
-2,390
-12% -$119K 0.01% 982
2025
Q1 		$1.03M Sell
20,358
-22,380
-52% -$1.14M 0.01% 819
2024
Q4 		$2.18M Buy
42,738
+7,466
+21% +$384K 0.03% 526
2024
Q3 		$1.83M Buy
35,272
+6,873
+24% +$355K 0.02% 573
2024
Q2 		$1.45M Buy
28,399
+3,860
+16% +$197K 0.02% 610
2024
Q1 		$1.26M Sell
24,539
-506
-2% -$26K 0.02% 670
2023
Q4 		$1.29M Sell
25,045
-21,723
-46% -$1.08M 0.02% 624
2023
Q3 		$2.29M Sell
46,768
-2,621
-5% -$132K 0.04% 413
2023
Q2 		$2.5M Sell
49,389
-322
-0.6% -$16.3K 0.04% 379
2023
Q1 		$2.53M Buy
49,711
+2,218
+5% +$113K 0.05% 332
2022
Q4 		$2.38M Sell
47,493
-13,835
-23% -$686K 0.06% 284
2022
Q3 		$2.99M Buy
61,328
+1,865
+3% +$94.8K 0.1% 206
2022
Q2 		$3.01M Buy
59,463
+32,141
+118% +$1.65M 0.09% 201
2022
Q1 		$1.45M Buy
27,322
+4,304
+19% +$237K 0.04% 311
2021
Q4 		$1.31M Buy
23,018
+186
+0.8% +$10.6K 0.04% 344
2021
Q3 		$1.3M Buy
22,832
+2,728
+14% +$157K 0.04% 333
2021
Q2 		$1.15M Buy
+20,104
New +$1.15M 0.04% 323

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

Integrated Wealth Concepts's FMB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its First Trust Managed Municipal ETF (FMB) stake by 34% in Q1 2026, buying an estimated $270K and bringing the position to 20,703 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1085.

Integrated Wealth Concepts first reported a position in FMB in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.01M in Q2 2022. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Integrated Wealth Concepts held 20,703 shares of First Trust Managed Municipal ETF worth $1.05M as of Q1 2026.
  • Integrated Wealth Concepts bought 5,243 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $270K.
  • First Trust Managed Municipal ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1085 holding.
  • Integrated Wealth Concepts first reported a position in First Trust Managed Municipal ETF in Q2 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's First Trust Managed Municipal ETF position peaked at $3.01M in Q2 2022.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

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