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Kestra Private Wealth Services’s First Trust Managed Municipal ETF FMB Stock Holding History

Kestra Private Wealth Services’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 		$1.13M Buy
22,355
+187
+0.8% +$9.61K 0.01% 776
2025
Q4 		$1.13M Sell
22,168
-356
-2% -$18.2K 0.01% 756
2025
Q3 		$1.14M Buy
22,524
+1,206
+6% +$60.3K 0.01% 718
2025
Q2 		$1.06M Buy
21,318
+1,273
+6% +$63.3K 0.02% 728
2025
Q1 		$1.01M Buy
20,045
+5,593
+39% +$285K 0.02% 680
2024
Q4 		$737K Sell
14,452
-586
-4% -$30.1K 0.01% 757
2024
Q3 		$781K Sell
15,038
-9,492
-39% -$490K 0.01% 691
2024
Q2 		$1.25M Sell
24,530
-1,499
-6% -$76.5K 0.03% 505
2024
Q1 		$1.34M Buy
26,029
+2,251
+9% +$116K 0.03% 481
2023
Q4 		$1.23M Sell
23,778
-7,799
-25% -$388K 0.03% 469
2023
Q3 		$1.54M Buy
31,577
+5,572
+21% +$280K 0.05% 361
2023
Q2 		$1.32M Buy
26,005
+2,734
+12% +$139K 0.05% 378
2023
Q1 		$1.19M Buy
23,271
+1,447
+7% +$73.6K 0.05% 374
2022
Q4 		$1.09M Buy
+21,824
New +$1.08M 0.06% 355
2022
Q1 		– Sell
-8,776
Closed -$500K – 1020
2021
Q4 		$500K Buy
+8,776
New +$499K 0.02% 584
2020
Q4 		– Sell
-9,559
Closed -$532K – 756
2020
Q3 		$532K Buy
+9,559
New +$533K 0.05% 367

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

Kestra Private Wealth Services's FMB Position: Q1 2026 in Review

Kestra Private Wealth Services increased its First Trust Managed Municipal ETF (FMB) stake by 0.84% in Q1 2026, buying an estimated $9.61K and bringing the position to 22,355 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #776.

Kestra Private Wealth Services first reported a position in FMB in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.54M in Q3 2023. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Kestra Private Wealth Services held 22,355 shares of First Trust Managed Municipal ETF worth $1.13M as of Q1 2026.
  • Kestra Private Wealth Services bought 187 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $9.61K.
  • First Trust Managed Municipal ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #776 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Managed Municipal ETF in Q3 2020 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's First Trust Managed Municipal ETF position peaked at $1.54M in Q3 2023.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.