JSW
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Journey Strategic Wealth’s First Trust Managed Municipal ETF FMB Stock Holding History

Journey Strategic 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 		$7.4M Buy
146,105
+5,032
+4% +$259K 0.18% 37
2025
Q4 		$7.21M Buy
141,073
+4,918
+4% +$251K 0.19% 39
2025
Q3 		$6.9M Buy
136,155
+6,547
+5% +$327K 0.19% 40
2025
Q2 		$6.46M Sell
129,608
-11,252
-8% -$560K 0.21% 39
2025
Q1 		$7.1M Buy
140,860
+20,600
+17% +$1.05M 0.25% 30
2024
Q4 		$6.13M Buy
120,260
+15,890
+15% +$817K 0.23% 30
2024
Q3 		$5.42M Buy
104,370
+8,874
+9% +$458K 0.2% 31
2024
Q2 		$4.88M Buy
95,496
+17,997
+23% +$918K 0.21% 26
2024
Q1 		$3.98M Buy
77,499
+10,572
+16% +$544K 0.18% 30
2023
Q4 		$3.46M Buy
66,927
+9,061
+16% +$451K 0.16% 26
2023
Q3 		$2.83M Buy
57,866
+13,079
+29% +$657K 0.14% 28
2023
Q2 		$2.27M Buy
44,787
+4,748
+12% +$241K 0.1% 34
2023
Q1 		$2.04M Buy
40,039
+386
+1% +$19.6K 0.21% 33
2022
Q4 		$1.99M Buy
39,653
+6,561
+20% +$325K 0.23% 27
2022
Q3 		$1.61M Buy
33,092
+98
+0.3% +$4.98K 0.22% 28
2022
Q2 		$1.67M Buy
+32,994
New +$1.69M 0.22% 27
2022
Q1 		– Sell
-5,140
Closed -$293K – 197
2021
Q4 		$293K Buy
+5,140
New +$292K 0.03% 124

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

Journey Strategic Wealth's FMB Position: Q1 2026 in Review

Journey Strategic Wealth increased its First Trust Managed Municipal ETF (FMB) stake by 3.6% in Q1 2026, buying an estimated $259K and bringing the position to 146,105 shares worth $7.4M. The position accounts for 0.18% of the portfolio, ranked #37.

Journey Strategic Wealth first reported a position in FMB in Q4 2021 and has held it in 17 quarters since. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Journey Strategic Wealth held 146,105 shares of First Trust Managed Municipal ETF worth $7.4M as of Q1 2026.
  • Journey Strategic Wealth bought 5,032 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $259K.
  • First Trust Managed Municipal ETF made up 0.18% of Journey Strategic Wealth's portfolio in Q1 2026, its #37 holding.
  • Journey Strategic Wealth first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 17 quarters since.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.