Investment Planning Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Investment Planning 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 Q1	$3.89M	Buy	76,795 +1,689	+2%	+$86.8K	1.07%	17
2025 Q4	$3.84M	Buy	75,106 +7,812	+12%	+$399K	1.12%	17
2025 Q3	$3.41M	Buy	67,294 +9,060	+16%	+$453K	1.07%	16
2025 Q2	$2.9M	Buy	58,234 +588	+1%	+$29.3K	1.03%	14
2025 Q1	$2.91M	Buy	57,646 +8,882	+18%	+$453K	1.18%	16
2024 Q4	$2.49M	Buy	48,764 +8,815	+22%	+$453K	1.09%	21
2024 Q3	$2.04M	Hold	39,949	–	–	1.04%	22
2024 Q2	$2.04M	Buy	+39,949	New	+$2.04M	1.04%	22

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Investment Planning Advisors's FMB Position: Q1 2026 in Review

Investment Planning Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 2.2% in Q1 2026, buying an estimated $86.8K and bringing the position to 76,795 shares worth $3.89M. The position accounts for 1.07% of the portfolio, ranked #17.

Investment Planning Advisors first reported a position in FMB in Q2 2024 and has held it in 8 quarters since. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Investment Planning Advisors held 76,795 shares of First Trust Managed Municipal ETF worth $3.89M as of Q1 2026.
Investment Planning Advisors bought 1,689 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $86.8K.
First Trust Managed Municipal ETF made up 1.07% of Investment Planning Advisors's portfolio in Q1 2026, its #17 holding.
Investment Planning Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2024 and has held it in 8 quarters since.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.