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 Q3	$303K	Buy	6,326 +879	+16%	+$44K	0.04%	277
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Maia Wealth's FMB Position: Q3 2026 in Review

Maia Wealth increased its First Trust Managed Municipal ETF (FMB) stake by 16% in Q3 2026, buying an estimated $44K and bringing the position to 6,326 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #277.

Maia Wealth first reported a position in FMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $451K in Q1 2026. 246 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

Maia Wealth held 6,326 shares of First Trust Managed Municipal ETF worth $303K as of Q3 2026.
Maia Wealth bought 879 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $44K.
First Trust Managed Municipal ETF made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #277 holding.
Maia Wealth first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 7 quarters since.
Maia Wealth's First Trust Managed Municipal ETF position peaked at $451K in Q1 2026.
246 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.