MA
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Mutual Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Mutual 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 		$3.36M Buy
66,394
+5,497
+9% +$283K 0.07% 261
2025
Q4 		$3.11M Buy
60,897
+26,163
+75% +$1.34M 0.07% 270
2025
Q3 		$1.78M Sell
34,734
-2,833
-8% -$142K 0.04% 389
2025
Q2 		$1.85M Sell
37,567
-2,563
-6% -$128K 0.05% 336
2025
Q1 		$1.99M Sell
40,130
-986
-2% -$50.3K 0.06% 282
2024
Q4 		$2.09M Buy
41,116
+3,742
+10% +$192K 0.06% 273
2024
Q3 		$1.91M Buy
37,374
+23
+0.1% +$1.19K 0.06% 290
2024
Q2 		$1.92M Sell
37,351
-132
-0.4% -$6.73K 0.06% 286
2024
Q1 		$1.93M Sell
37,483
-2,059
-5% -$106K 0.06% 286
2023
Q4 		$2.04M Sell
39,542
-210
-0.5% -$10.4K 0.07% 262
2023
Q3 		$1.94M Buy
39,752
+1,767
+5% +$88.7K 0.08% 251
2023
Q2 		$1.93M Sell
37,985
-3,208
-8% -$163K 0.07% 262
2023
Q1 		$2.1M Buy
41,193
+2,466
+6% +$125K 0.09% 235
2022
Q4 		$1.94M Sell
38,727
-2,487
-6% -$123K 0.09% 236
2022
Q3 		$2.01M Buy
41,214
+151
+0.4% +$7.67K 0.1% 189
2022
Q2 		$2.08M Sell
41,063
-17,508
-30% -$897K 0.14% 174
2022
Q1 		$3.11M Sell
58,571
-19,583
-25% -$1.08M 0.17% 130
2021
Q4 		$4.45M Sell
78,154
-641
-0.8% -$36.4K 0.24% 91
2021
Q3 		$4.47M Buy
78,795
+6,259
+9% +$359K 0.26% 89
2021
Q2 		$4.16M Sell
72,536
-2,303
-3% -$131K 0.25% 100
2021
Q1 		$4.22M Sell
74,839
-654
-0.9% -$37.1K 0.29% 80
2020
Q4 		$4.28M Buy
75,493
+10,722
+17% +$600K 0.32% 64
2020
Q3 		$3.6M Buy
64,771
+21,733
+50% +$1.21M 0.31% 71
2020
Q2 		$2.37M Buy
43,038
+3,397
+9% +$183K 0.23% 99
2020
Q1 		$2.14M Sell
39,641
-8,038
-17% -$447K 0.29% 84
2019
Q4 		$2.65M Sell
47,679
-3,108
-6% -$172K 0.28% 85
2019
Q3 		$2.82M Buy
50,787
+18,052
+55% +$1M 0.37% 58
2019
Q2 		$1.79M Buy
32,735
+18,916
+137% +$1.03M 0.23% 100
2019
Q1 		$744K Buy
+13,819
New +$733K 0.11% 214

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

Mutual Advisors's FMB Position: Q1 2026 in Review

Mutual Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 9% in Q1 2026, buying an estimated $283K and bringing the position to 66,394 shares worth $3.36M. The position accounts for 0.07% of the portfolio, ranked #261.

Mutual Advisors first reported a position in FMB in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.47M in Q3 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Mutual Advisors held 66,394 shares of First Trust Managed Municipal ETF worth $3.36M as of Q1 2026.
  • Mutual Advisors bought 5,497 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $283K.
  • First Trust Managed Municipal ETF made up 0.07% of Mutual Advisors's portfolio in Q1 2026, its #261 holding.
  • Mutual Advisors first reported a position in First Trust Managed Municipal ETF in Q1 2019 and has held it in 29 quarters since.
  • Mutual Advisors's First Trust Managed Municipal ETF position peaked at $4.47M in Q3 2021.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

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