JPL Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

JPL Wealth Management’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 Q2	$200K	Buy	+3,897	New	+$199K	0.04%	130

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JPL Wealth Management's FMB Position: Q2 2026 in Review

JPL Wealth Management opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2026: 3,897 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings.

307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

JPL Wealth Management held 3,897 shares of First Trust Managed Municipal ETF worth $200K as of Q2 2026.
First Trust Managed Municipal ETF was a new JPL Wealth Management position in Q2 2026.
First Trust Managed Municipal ETF made up 0.04% of JPL Wealth Management's portfolio in Q2 2026, its #130 holding.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.