Janney Montgomery Scott
FMB icon

Janney Montgomery Scott’s First Trust Managed Municipal ETF FMB Stock Holding History

Janney Montgomery Scott’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 		$23.7M Buy
468,362
+47,710
+11% +$2.45M 0.06% 308
2025
Q4 		$21.5M Buy
420,652
+46,980
+13% +$2.4M 0.05% 350
2025
Q3 		$18.9M Buy
373,672
+36,976
+11% +$1.85M 0.04% 371
2025
Q2 		$16.8M Buy
336,696
+14,649
+5% +$729K 0.04% 390
2025
Q1 		$16.2M Buy
322,047
+13,698
+4% +$699K 0.05% 387
2024
Q4 		$15.7M Buy
308,349
+40,338
+15% +$2.07M 0.04% 410
2024
Q3 		$13.9M Buy
268,011
+14,525
+6% +$750K 0.04% 439
2024
Q2 		$12.9M Buy
253,486
+17,021
+7% +$868K 0.04% 429
2024
Q1 		$12.1M Buy
236,465
+9,895
+4% +$509K 0.04% 469
2023
Q4 		$11.7M Buy
226,570
+46,388
+26% +$2.31M 0.04% 451
2023
Q3 		$8.81M Sell
180,182
-180
-0.1% -$9.04K 0.03% 482
2023
Q2 		$9.14M Buy
180,362
+17,181
+11% +$871K 0.03% 498
2023
Q1 		$8.31M Buy
163,181
+7,090
+5% +$360K 0.03% 483
2022
Q4 		$7.82M Sell
156,091
-28,833
-16% -$1.43M 0.03% 510
2022
Q3 		$9.01M Sell
184,924
-9,717
-5% -$494K 0.04% 419
2022
Q2 		$9.8M Buy
194,641
+61,020
+46% +$3.13M 0.04% 366
2022
Q1 		$7.09M Buy
133,621
+1,619
+1% +$89.1K 0.03% 485
2021
Q4 		$7.52M Buy
132,002
+22,084
+20% +$1.25M 0.03% 490
2021
Q3 		$6.24M Buy
109,918
+19,542
+22% +$1.12M 0.03% 531
2021
Q2 		$5.18M Buy
90,376
+22,572
+33% +$1.29M 0.02% 575
2021
Q1 		$3.83M Buy
67,804
+34,598
+104% +$1.96M 0.02% 641
2020
Q4 		$1.88M Buy
33,206
+8,666
+35% +$485K 0.01% 902
2020
Q3 		$1.36M Buy
24,540
+4,746
+24% +$265K 0.01% 964
2020
Q2 		$1.09M Buy
19,794
+912
+5% +$49.1K 0.01% 1003
2020
Q1 		$1.02M Sell
18,882
-25,111
-57% -$1.4M 0.01% 924
2019
Q4 		$2.44M Buy
43,993
+6,889
+19% +$382K 0.02% 715
2019
Q3 		$2.06M Sell
37,104
-985
-3% -$54.7K 0.02% 749
2019
Q2 		$2.09M Buy
38,089
+2,628
+7% +$143K 0.02% 716
2019
Q1 		$1.91M Buy
35,461
+5,159
+17% +$274K 0.02% 734
2018
Q4 		$1.59M Buy
30,302
+22,353
+281% +$1.16M 0.02% 720
2018
Q3 		$415K Buy
+7,949
New +$419K ﹤0.01% 1531

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Janney Montgomery Scott's FMB Position: Q1 2026 in Review

Janney Montgomery Scott increased its First Trust Managed Municipal ETF (FMB) stake by 11% in Q1 2026, buying an estimated $2.45M and bringing the position to 468,362 shares worth $23.7M. The position accounts for 0.06% of the portfolio, ranked #308.

Janney Montgomery Scott first reported a position in FMB in Q3 2018 and has held it in 31 quarters since. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Janney Montgomery Scott held 468,362 shares of First Trust Managed Municipal ETF worth $23.7M as of Q1 2026.
  • Janney Montgomery Scott bought 47,710 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $2.45M.
  • First Trust Managed Municipal ETF made up 0.06% of Janney Montgomery Scott's portfolio in Q1 2026, its #308 holding.
  • Janney Montgomery Scott first reported a position in First Trust Managed Municipal ETF in Q3 2018 and has held it in 31 quarters since.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.