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 Q2	$984K	Hold	19,156	–	–	0.78%	31
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Milestones Private Investment Advisors's FMB Position: Q2 2026 in Review

Milestones Private Investment Advisors held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 19,156 shares worth $984K. The position accounts for 0.78% of the portfolio, ranked #31.

Milestones Private Investment Advisors first reported a position in FMB in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Milestones Private Investment Advisors held 19,156 shares of First Trust Managed Municipal ETF worth $984K as of Q2 2026.
Milestones Private Investment Advisors left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Managed Municipal ETF made up 0.78% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #31 holding.
Milestones Private Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2025 and has held it in 5 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.