Keystone Financial Group (Kentucky)’s First Trust Managed Municipal ETF FMB Stock Holding History

Keystone Financial Group (Kentucky)’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	$1.82M	Sell	35,858 -2,126	-6%	-$109K	0.12%	134
2025 Q4	$1.94M	Sell	37,984 -1,991	-5%	-$102K	0.14%	107
2025 Q3	$2.03M	Sell	39,975 -5,127	-11%	-$256K	0.15%	102
2025 Q2	$2.25M	Buy	45,102 +1,992	+5%	+$99.1K	0.2%	88
2025 Q1	$2.17M	Buy	43,110 +6,266	+17%	+$320K	0.22%	90
2024 Q4	$1.88M	Buy	36,844 +1,319	+4%	+$67.8K	0.18%	96
2024 Q3	$1.85M	Buy	+35,525	New	+$1.83M	0.24%	79
2024 Q2	–	Sell	-31,287	Closed	-$1.61M	–	204
2024 Q1	$1.61M	Buy	31,287 +190	+0.6%	+$9.78K	0.23%	78
2023 Q4	$1.61M	Buy	31,097 +4,574	+17%	+$228K	0.28%	71
2023 Q3	$1.3M	Buy	+26,523	New	+$1.33M	0.22%	80

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

Keystone Financial Group (Kentucky)'s FMB Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its First Trust Managed Municipal ETF (FMB) stake by 5.6% in Q1 2026, selling an estimated $109K and leaving 35,858 shares worth $1.82M. The position accounts for 0.12% of the portfolio, ranked #134.

Keystone Financial Group (Kentucky) first reported a position in FMB in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.25M in Q2 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Keystone Financial Group (Kentucky) held 35,858 shares of First Trust Managed Municipal ETF worth $1.82M as of Q1 2026.
Keystone Financial Group (Kentucky) sold 2,126 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $109K.
First Trust Managed Municipal ETF made up 0.12% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #134 holding.
Keystone Financial Group (Kentucky) first reported a position in First Trust Managed Municipal ETF in Q3 2023 and has held it in 10 quarters since.
Keystone Financial Group (Kentucky)'s First Trust Managed Municipal ETF position peaked at $2.25M in Q2 2025.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.