MML Investors Services
FMB icon

MML Investors Services’s First Trust Managed Municipal ETF FMB Stock Holding History

MML Investors Services’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 		$4.7M Sell
92,759
-13,521
-13% -$695K 0.01% 842
2025
Q4 		$5.43M Buy
106,280
+29,827
+39% +$1.52M 0.01% 816
2025
Q3 		$3.88M Sell
76,453
-35,926
-32% -$1.8M 0.01% 946
2025
Q2 		$5.6M Sell
112,379
-3,103
-3% -$154K 0.02% 741
2025
Q1 		$5.82M Sell
115,482
-570
-0.5% -$29.1K 0.02% 674
2024
Q4 		$5.92M Buy
116,052
+578
+0.5% +$29.7K 0.02% 632
2024
Q3 		$6M Buy
115,474
+12,124
+12% +$626K 0.02% 615
2024
Q2 		$5.28M Buy
103,350
+8,613
+9% +$439K 0.02% 619
2024
Q1 		$4.87M Sell
94,737
-3,219
-3% -$166K 0.02% 650
2023
Q4 		$5.06M Sell
97,956
-12,357
-11% -$615K 0.02% 587
2023
Q3 		$5.39M Sell
110,313
-1,166
-1% -$58.5K 0.03% 510
2023
Q2 		$5.65M Buy
111,479
+2,317
+2% +$118K 0.03% 487
2023
Q1 		$5.56M Buy
109,162
+3,030
+3% +$154K 0.04% 431
2022
Q4 		$5.32M Sell
106,132
-63,925
-38% -$3.17M 0.03% 467
2022
Q3 		$8.29M Sell
170,057
-15,144
-8% -$769K 0.06% 294
2022
Q2 		$9.37M Sell
185,201
-15,204
-8% -$779K 0.07% 272
2022
Q1 		$10.6M Buy
200,405
+11,051
+6% +$608K 0.08% 265
2021
Q4 		$10.8M Buy
189,354
+20,026
+12% +$1.14M 0.08% 264
2021
Q3 		$9.61M Buy
169,328
+5,246
+3% +$301K 0.08% 276
2021
Q2 		$9.4M Buy
164,082
+13,331
+9% +$761K 0.08% 262
2021
Q1 		$8.51M Buy
150,751
+19,735
+15% +$1.12M 0.08% 251
2020
Q4 		$7.43M Buy
131,016
+9,659
+8% +$541K 0.08% 242
2020
Q3 		$6.75M Buy
121,357
+5,774
+5% +$322K 0.08% 222
2020
Q2 		$6.36M Buy
115,583
+2,683
+2% +$144K 0.09% 234
2020
Q1 		$6.11M Sell
112,900
-27,568
-20% -$1.53M 0.11% 202
2019
Q4 		$7.8M Buy
140,468
+53,400
+61% +$2.96M 0.11% 207
2019
Q3 		$4.84M Buy
87,068
+49,927
+134% +$2.77M 0.08% 246
2019
Q2 		$2.03M Buy
37,141
+5,865
+19% +$318K 0.03% 488
2019
Q1 		$1.68M Sell
31,276
-27,635
-47% -$1.47M 0.03% 525
2018
Q4 		$3.1M Buy
58,911
+25,413
+76% +$1.32M 0.06% 317
2018
Q3 		$1.75M Buy
33,498
+4,006
+14% +$211K 0.03% 488
2018
Q2 		$1.55M Buy
29,492
+6,396
+28% +$336K 0.03% 424
2018
Q1 		$1.22M Buy
23,096
+12,865
+126% +$679K 0.03% 491
2017
Q4 		$548K Buy
10,231
+6,359
+164% +$339K 0.01% 786
2017
Q3 		$206K Buy
+3,872
New +$206K ﹤0.01% 1205

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

MML Investors Services's FMB Position: Q1 2026 in Review

MML Investors Services reduced its First Trust Managed Municipal ETF (FMB) stake by 13% in Q1 2026, selling an estimated $695K and leaving 92,759 shares worth $4.7M. The position accounts for 0.01% of the portfolio, ranked #842.

MML Investors Services first reported a position in FMB in Q3 2017 and has held it in 35 quarters since. The position peaked at $10.8M in Q4 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • MML Investors Services held 92,759 shares of First Trust Managed Municipal ETF worth $4.7M as of Q1 2026.
  • MML Investors Services sold 13,521 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $695K.
  • First Trust Managed Municipal ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #842 holding.
  • MML Investors Services first reported a position in First Trust Managed Municipal ETF in Q3 2017 and has held it in 35 quarters since.
  • MML Investors Services's First Trust Managed Municipal ETF position peaked at $10.8M in Q4 2021.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.