MW
FMB icon

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

Maia 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 		$451K Buy
8,904
+970
+12% +$49.9K 0.08% 230
2025
Q4 		$411K Buy
7,934
+144
+2% +$7.36K 0.07% 244
2025
Q3 		$399K Buy
7,790
+2,841
+57% +$142K 0.07% 236
2025
Q2 		$247K Buy
+4,949
New +$246K 0.05% 282
2025
Q1 		– Sell
-4,575
Closed -$234K – 309
2024
Q4 		$234K Buy
+4,575
New +$235K 0.05% 268

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

Maia Wealth's FMB Position: Q1 2026 in Review

Maia Wealth increased its First Trust Managed Municipal ETF (FMB) stake by 12% in Q1 2026, buying an estimated $49.9K and bringing the position to 8,904 shares worth $451K. The position accounts for 0.08% of the portfolio, ranked #230.

Maia Wealth first reported a position in FMB in Q4 2024 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Maia Wealth held 8,904 shares of First Trust Managed Municipal ETF worth $451K as of Q1 2026.
  • Maia Wealth bought 970 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $49.9K.
  • First Trust Managed Municipal ETF made up 0.08% of Maia Wealth's portfolio in Q1 2026, its #230 holding.
  • Maia Wealth first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 5 quarters since.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.