NA
FMB icon

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

NewEdge 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 		$21.7M Buy
428,809
+22,968
+6% +$1.18M 0.08% 245
2025
Q4 		$20.8M Buy
405,841
+70,160
+21% +$3.59M 0.08% 242
2025
Q3 		$17M Sell
335,681
-40,213
-11% -$2.01M 0.08% 254
2025
Q2 		$18.7M Sell
375,894
-79,728
-17% -$3.97M 0.1% 220
2025
Q1 		$23M Buy
455,622
+142,668
+46% +$7.28M 0.14% 160
2024
Q4 		$16M Buy
312,954
+6,298
+2% +$324K 0.1% 206
2024
Q3 		$15.9M Buy
306,656
+69,999
+30% +$3.61M 0.1% 204
2024
Q2 		$12.1M Buy
236,657
+66,762
+39% +$3.41M 0.09% 229
2024
Q1 		$8.73M Buy
169,895
+19,260
+13% +$991K 0.08% 256
2023
Q4 		$7.75M Buy
150,635
+12,312
+9% +$612K 0.07% 257
2023
Q3 		$6.76M Buy
138,323
+17,619
+15% +$885K 0.07% 260
2023
Q2 		$6.12M Buy
120,704
+26,755
+28% +$1.36M 0.07% 281
2023
Q1 		$4.79M Buy
93,949
+35,133
+60% +$1.79M 0.06% 315
2022
Q4 		$1.3M Buy
58,816
+24,443
+71% +$1.21M 0.04% 440
2022
Q3 		$1.67M Buy
34,373
+9,087
+36% +$462K 0.03% 474
2022
Q2 		$1.28M Sell
25,286
-9,493
-27% -$486K 0.02% 576
2022
Q1 		$1.84M Sell
34,779
-13,192
-27% -$726K 0.03% 448
2021
Q4 		$2.73M Buy
47,971
+22,203
+86% +$1.26M 0.04% 362
2021
Q3 		$1.46M Buy
25,768
+4,247
+20% +$244K 0.04% 405
2021
Q2 		$1.23M Buy
21,521
+1,109
+5% +$63.3K 0.03% 431
2021
Q1 		$1.15M Sell
20,412
-1,604
-7% -$91K 0.03% 419
2020
Q4 		$1.25M Sell
22,016
-6,901
-24% -$386K 0.04% 363
2020
Q3 		$1.61M Buy
28,917
+2,305
+9% +$129K 0.06% 282
2020
Q2 		$1.46M Sell
26,612
-18,245
-41% -$982K 0.06% 276
2020
Q1 		$2.42M Buy
44,857
+11,863
+36% +$659K 0.12% 168
2019
Q4 		$1.83M Buy
32,994
+2,901
+10% +$161K 0.07% 264
2019
Q3 		$1.67M Buy
30,093
+4,854
+19% +$269K 0.07% 251
2019
Q2 		$1.38M Buy
25,239
+5,487
+28% +$298K 0.08% 230
2019
Q1 		$1.06M Buy
19,752
+442
+2% +$23.4K 0.07% 269
2018
Q4 		$1.02K Buy
19,310
+14,691
+318% +$765K 0.07% 251
2018
Q3 		$241K Buy
+4,619
New +$243K 0.02% 554

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

NewEdge Advisors's FMB Position: Q1 2026 in Review

NewEdge Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 5.7% in Q1 2026, buying an estimated $1.18M and bringing the position to 428,809 shares worth $21.7M. The position accounts for 0.08% of the portfolio, ranked #245.

NewEdge Advisors first reported a position in FMB in Q3 2018 and has held it in 31 quarters since. The position peaked at $23M in Q1 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • NewEdge Advisors held 428,809 shares of First Trust Managed Municipal ETF worth $21.7M as of Q1 2026.
  • NewEdge Advisors bought 22,968 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $1.18M.
  • First Trust Managed Municipal ETF made up 0.08% of NewEdge Advisors's portfolio in Q1 2026, its #245 holding.
  • NewEdge Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2018 and has held it in 31 quarters since.
  • NewEdge Advisors's First Trust Managed Municipal ETF position peaked at $23M in Q1 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.