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 Q2	$280K	Sell	5,447 -3,457	-39%	-$177K	0.04%	301
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 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

Maia Wealth's FMB Position: Q2 2026 in Review

Maia Wealth reduced its First Trust Managed Municipal ETF (FMB) stake by 39% in Q2 2026, selling an estimated $177K and leaving 5,447 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #301.

Maia Wealth first reported a position in FMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $451K in Q1 2026. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Maia Wealth held 5,447 shares of First Trust Managed Municipal ETF worth $280K as of Q2 2026.
Maia Wealth sold 3,457 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $177K.
First Trust Managed Municipal ETF made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #301 holding.
Maia Wealth first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 6 quarters since.
Maia Wealth's First Trust Managed Municipal ETF position peaked at $451K in Q1 2026.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.