Nilsine Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Nilsine Partners’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	$512K	Sell	9,999 -75	-0.7%	-$3.85K	0.04%	284
2025 Q4	$515K	Sell	10,074 -6,173	-38%	-$316K	0.04%	272
2025 Q3	$824K	Sell	16,247 -2,850	-15%	-$142K	0.07%	227
2025 Q2	$951K	Sell	19,097 -565	-3%	-$28.1K	0.1%	204
2025 Q1	$991K	Sell	19,662 -2,191	-10%	-$112K	0.11%	187
2024 Q4	$1.11M	Sell	21,853 -640	-3%	-$32.9K	0.12%	177
2024 Q3	$1.17M	Buy	22,493 +115	+0.5%	+$5.94K	0.15%	160
2024 Q2	$1.14M	Sell	22,378 -972	-4%	-$49.6K	0.15%	154
2024 Q1	$1.2M	Buy	23,350 +1,543	+7%	+$79.4K	0.16%	148
2023 Q4	$1.13M	Sell	21,807 -1,223	-5%	-$60.8K	0.17%	150
2023 Q3	$1.13M	Sell	23,030 -2,004	-8%	-$101K	0.17%	149
2023 Q2	$1.27M	Buy	25,034 +17,333	+225%	+$879K	0.19%	139
2023 Q1	$392K	Buy	+7,701	New	+$391K	0.06%	261

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Nilsine Partners's FMB Position: Q1 2026 in Review

Nilsine Partners reduced its First Trust Managed Municipal ETF (FMB) stake by 0.74% in Q1 2026, selling an estimated $3.85K and leaving 9,999 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #284.

Nilsine Partners first reported a position in FMB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.27M in Q2 2023. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Nilsine Partners held 9,999 shares of First Trust Managed Municipal ETF worth $512K as of Q1 2026.
Nilsine Partners sold 75 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $3.85K.
First Trust Managed Municipal ETF made up 0.04% of Nilsine Partners's portfolio in Q1 2026, its #284 holding.
Nilsine Partners first reported a position in First Trust Managed Municipal ETF in Q1 2023 and has held it in 13 quarters since.
Nilsine Partners's First Trust Managed Municipal ETF position peaked at $1.27M in Q2 2023.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Nilsine Partners's 13F filing for Q1 2026, filed 29 Apr 2026.