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Milestones Private Investment Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Milestones Private Investment 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 		$970K Buy
19,156
+69
+0.4% +$3.55K 0.86% 34
2025
Q4 		$976K Sell
19,087
-108
-0.6% -$5.52K 0.67% 44
2025
Q3 		$973K Buy
19,195
+1,764
+10% +$88.2K 0.66% 44
2025
Q2 		$868K Buy
+17,431
New +$867K 0.64% 46

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

Milestones Private Investment Advisors's FMB Position: Q1 2026 in Review

Milestones Private Investment Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 0.36% in Q1 2026, buying an estimated $3.55K and bringing the position to 19,156 shares worth $970K. The position accounts for 0.86% of the portfolio, ranked #34.

Milestones Private Investment Advisors first reported a position in FMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $976K in Q4 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Milestones Private Investment Advisors held 19,156 shares of First Trust Managed Municipal ETF worth $970K as of Q1 2026.
  • Milestones Private Investment Advisors bought 69 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $3.55K.
  • First Trust Managed Municipal ETF made up 0.86% of Milestones Private Investment Advisors's portfolio in Q1 2026, its #34 holding.
  • Milestones Private Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • Milestones Private Investment Advisors's First Trust Managed Municipal ETF position peaked at $976K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.