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

Medallion Wealth Advisors’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	$99.2K	Buy	1,958 +17	+0.9%	+$874	0.03%	358
2025 Q4	$99.2K	Buy	1,941 +17	+0.9%	+$869	0.03%	360
2025 Q3	$97.6K	Buy	1,924 +16	+0.8%	+$800	0.03%	358
2025 Q2	$95.2K	Sell	1,908 -73	-4%	-$3.63K	0.04%	359
2025 Q1	$100K	Buy	1,981 +15	+0.8%	+$765	0.05%	308
2024 Q4	$100K	Buy	+1,966	New	+$101K	0.05%	296

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 $4.02B AUM 20% 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

Medallion Wealth Advisors's FMB Position: Q1 2026 in Review

Medallion Wealth Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 0.88% in Q1 2026, buying an estimated $874 and bringing the position to 1,958 shares worth $99.2K. The position accounts for 0.03% of the portfolio, ranked #358.

Medallion Wealth Advisors first reported a position in FMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $100K in Q1 2025. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Medallion Wealth Advisors held 1,958 shares of First Trust Managed Municipal ETF worth $99.2K as of Q1 2026.
Medallion Wealth Advisors bought 17 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $874.
First Trust Managed Municipal ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #358 holding.
Medallion Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's First Trust Managed Municipal ETF position peaked at $100K in Q1 2025.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.