MOS
FMB icon

MGO One Seven’s First Trust Managed Municipal ETF FMB Stock Holding History

MGO One Seven’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 		$4.9M Buy
96,740
+10,375
+12% +$533K 0.1% 239
2025
Q4 		$4.42M Sell
86,365
-1,647
-2% -$84.2K 0.09% 260
2025
Q3 		$4.46M Sell
88,012
-115
-0.1% -$5.75K 0.1% 223
2025
Q2 		$4.39M Sell
88,127
-870
-1% -$43.3K 0.14% 157
2025
Q1 		$4.49M Buy
88,997
+1,060
+1% +$54.1K 0.17% 131
2024
Q4 		$4.49M Buy
87,937
+946
+1% +$48.7K 0.17% 129
2024
Q3 		$4.52M Sell
86,991
-9,720
-10% -$502K 0.2% 120
2024
Q2 		$4.94M Buy
96,711
+948
+1% +$48.4K 0.23% 101
2024
Q1 		$4.92M Buy
95,763
+3,730
+4% +$192K 0.26% 94
2023
Q4 		$4.75M Buy
92,033
+6,302
+7% +$313K 0.27% 89
2023
Q3 		$4.19M Buy
85,731
+21,382
+33% +$1.07M 0.32% 73
2023
Q2 		$3.26M Sell
64,349
-21,539
-25% -$1.09M 0.3% 73
2023
Q1 		$4.37M Buy
85,888
+63,192
+278% +$3.21M 0.28% 97
2022
Q4 		$1.14M Buy
+22,696
New +$1.13M 0.11% 207
2021
Q1 		– Sell
-9,200
Closed -$522K – 560
2020
Q4 		$522K Sell
9,200
-1,201
-12% -$67.3K 0.11% 249
2020
Q3 		$578K Buy
10,401
+312
+3% +$17.4K 0.14% 197
2020
Q2 		$555K Sell
10,089
-1,397
-12% -$75.2K 0.14% 195
2020
Q1 		$621K Sell
11,486
-9,436
-45% -$524K 0.21% 128
2019
Q4 		$1.16M Buy
+20,922
New +$1.16M 0.3% 84

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

MGO One Seven's FMB Position: Q1 2026 in Review

MGO One Seven increased its First Trust Managed Municipal ETF (FMB) stake by 12% in Q1 2026, buying an estimated $533K and bringing the position to 96,740 shares worth $4.9M. The position accounts for 0.1% of the portfolio, ranked #239.

MGO One Seven first reported a position in FMB in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.94M in Q2 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • MGO One Seven held 96,740 shares of First Trust Managed Municipal ETF worth $4.9M as of Q1 2026.
  • MGO One Seven bought 10,375 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $533K.
  • First Trust Managed Municipal ETF made up 0.1% of MGO One Seven's portfolio in Q1 2026, its #239 holding.
  • MGO One Seven first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 19 quarters since.
  • MGO One Seven's First Trust Managed Municipal ETF position peaked at $4.94M in Q2 2024.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.