Mercer Global Advisors
FMB icon

Mercer Global Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Mercer Global 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 		– Sell
-6,554
Closed -$335K – 3263
2025
Q4 		$335K Sell
6,554
-276
-4% -$14.1K ﹤0.01% 2146
2025
Q3 		$346K Sell
6,830
-1,133
-14% -$56.6K ﹤0.01% 1990
2025
Q2 		$397K Sell
7,963
-15,604
-66% -$776K ﹤0.01% 1693
2025
Q1 		$1.19M Sell
23,567
-53
-0.2% -$2.7K ﹤0.01% 1052
2024
Q4 		$1.2M Sell
23,620
-781
-3% -$40.2K ﹤0.01% 1020
2024
Q3 		$1.26M Buy
+24,401
New +$1.26M ﹤0.01% 927
2024
Q2 		– Sell
-2,828
Closed -$1.31M – 1985
2024
Q1 		$1.31M Buy
+2,828
New +$146K ﹤0.01% 853
2023
Q1 		– Sell
-7,024
Closed -$352K – 1975
2022
Q4 		$352K Buy
7,024
+1,186
+20% +$58.8K ﹤0.01% 1415
2022
Q3 		$284K Sell
5,838
-1,997
-25% -$101K ﹤0.01% 1442
2022
Q2 		$397K Sell
7,835
-4,507
-37% -$231K ﹤0.01% 1272
2022
Q1 		$655K Sell
12,342
-7,352
-37% -$405K ﹤0.01% 1097
2021
Q4 		$1.12M Sell
19,694
-3,753
-16% -$213K 0.01% 832
2021
Q3 		$1.33M Sell
23,447
-1,706
-7% -$98K 0.01% 759
2021
Q2 		$1.44M Sell
25,153
-27,687
-52% -$1.58M 0.01% 694
2021
Q1 		$2.98M Buy
+52,840
New +$3M 0.03% 417
2020
Q3 		– Sell
-3,830
Closed -$211K – 1256
2020
Q2 		$211K Hold
3,830
– – ﹤0.01% 984
2020
Q1 		$207K Hold
3,830
– – ﹤0.01% 928
2019
Q4 		$213K Hold
3,830
– – ﹤0.01% 1059
2019
Q3 		$212K Sell
3,830
-610
-14% -$33.8K 0.01% 1013
2019
Q2 		$243K Hold
4,440
– – 0.01% 964
2019
Q1 		$239K Buy
+4,440
New +$236K 0.01% 922

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

Mercer Global Advisors's FMB Position: Q1 2026 in Review

Mercer Global Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q1 2026, closing a stake of 6,554 shares — an estimated $335K sold.

Mercer Global Advisors first reported a position in FMB in Q1 2019 and held it in 21 quarters. The position peaked at $2.98M in Q1 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Mercer Global Advisors reported no remaining First Trust Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 6,554 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $335K.
  • Mercer Global Advisors first reported a position in First Trust Managed Municipal ETF in Q1 2019 and held it in 21 quarters.
  • Mercer Global Advisors's First Trust Managed Municipal ETF position peaked at $2.98M in Q1 2021.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.