Mariner
FMB icon

Mariner’s First Trust Managed Municipal ETF FMB Stock Holding History

Mariner’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 		$3.42M Sell
67,481
-1,220
-2% -$62.7K ﹤0.01% 1220
2025
Q4 		$3.51M Sell
68,701
-5,790
-8% -$296K ﹤0.01% 1186
2025
Q3 		$3.78M Buy
74,491
+2,361
+3% +$118K ﹤0.01% 1063
2025
Q2 		$3.59M Sell
72,130
-2,904
-4% -$144K 0.01% 1015
2025
Q1 		$3.78M Buy
75,034
+1,096
+1% +$55.9K 0.01% 929
2024
Q4 		$3.77M Buy
73,938
+23,066
+45% +$1.19M 0.01% 904
2024
Q3 		$2.64M Buy
50,872
+13,489
+36% +$696K ﹤0.01% 1051
2024
Q2 		$1.91M Buy
37,383
+2,026
+6% +$103K ﹤0.01% 1134
2024
Q1 		$1.82M Buy
35,357
+2,455
+7% +$126K ﹤0.01% 1165
2023
Q4 		$1.7M Buy
32,902
+21,199
+181% +$1.05M ﹤0.01% 1131
2023
Q3 		$572K Sell
11,703
-626
-5% -$31.4K ﹤0.01% 1692
2023
Q2 		$625K Buy
12,329
+6,598
+115% +$335K ﹤0.01% 1593
2023
Q1 		$292K Sell
5,731
-66,141
-92% -$3.36M ﹤0.01% 2089
2022
Q4 		$3.6M Buy
71,872
+32,039
+80% +$1.59M 0.01% 716
2022
Q3 		$1.94M Sell
39,833
-11,903
-23% -$605K 0.01% 781
2022
Q2 		$2.62M Buy
51,736
+16,469
+47% +$844K 0.01% 636
2022
Q1 		$1.87M Sell
35,267
-12,822
-27% -$706K 0.01% 736
2021
Q4 		$2.74M Buy
+48,089
New +$2.73M 0.01% 580
2021
Q3 		– Sell
-23,093
Closed -$1.32M – 1003
2021
Q2 		$1.32M Hold
23,093
– – 0.01% 598
2021
Q1 		$1.3M Buy
23,093
+2,075
+10% +$118K 0.01% 547
2020
Q4 		$1.19M Buy
+21,018
New +$1.18M 0.01% 528

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

Mariner's FMB Position: Q1 2026 in Review

Mariner reduced its First Trust Managed Municipal ETF (FMB) stake by 1.8% in Q1 2026, selling an estimated $62.7K and leaving 67,481 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Mariner first reported a position in FMB in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.78M in Q1 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Mariner held 67,481 shares of First Trust Managed Municipal ETF worth $3.42M as of Q1 2026.
  • Mariner sold 1,220 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $62.7K.
  • First Trust Managed Municipal ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1220 holding.
  • Mariner first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 21 quarters since.
  • Mariner's First Trust Managed Municipal ETF position peaked at $3.78M in Q1 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.