Marshall Investment Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Marshall Investment Management’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	$47K	Buy	+927	New	+$47.7K	0.02%	122
2025 Q4	–	Sell	-5,536	Closed	-$281K	–	77
2025 Q3	$281K	Buy	+5,536	New	+$277K	0.15%	63
2025 Q2	–	Sell	-5,516	Closed	-$278K	–	86
2025 Q1	$278K	Buy	5,516 +90	+2%	+$4.59K	0.17%	61
2024 Q4	$282K	Buy	+5,426	New	+$279K	0.17%	60

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

Marshall Investment Management's FMB Position: Q1 2026 in Review

Marshall Investment Management opened a new position in First Trust Managed Municipal ETF (FMB) in Q1 2026: 927 shares worth $47K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in FMB as recently as Q3 2025.

Marshall Investment Management first reported a position in FMB in Q4 2024 and has held it in 4 quarters since. The position peaked at $282K in Q4 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Marshall Investment Management held 927 shares of First Trust Managed Municipal ETF worth $47K as of Q1 2026.
First Trust Managed Municipal ETF was a new Marshall Investment Management position in Q1 2026.
First Trust Managed Municipal ETF made up 0.02% of Marshall Investment Management's portfolio in Q1 2026, its #122 holding.
Marshall Investment Management first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 4 quarters since.
Marshall Investment Management's First Trust Managed Municipal ETF position peaked at $282K in Q4 2024.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.