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

OneDigital 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	$40.2M	Buy	782,447 +38,020	+5%	+$1.94M	0.34%	59
2026 Q1	$37.7M	Buy	744,427 +165,804	+29%	+$8.52M	0.37%	51
2025 Q4	$29.6M	Buy	578,623 +20,205	+4%	+$1.03M	0.29%	73
2025 Q3	$28.3M	Buy	558,418 +4,499	+0.8%	+$225K	0.29%	72
2025 Q2	$27.6M	Buy	553,919 +127,798	+30%	+$6.36M	0.31%	65
2025 Q1	$21.5M	Sell	426,121 -10,236	-2%	-$522K	0.25%	81
2024 Q4	$22.3M	Buy	436,357 +17,192	+4%	+$884K	0.26%	75
2024 Q3	$21.8M	Buy	419,165 +19,917	+5%	+$1.03M	0.25%	79
2024 Q2	$20.4M	Buy	399,248 +16,707	+4%	+$852K	0.25%	76
2024 Q1	$19.6M	Buy	382,541 +35,454	+10%	+$1.82M	0.31%	69
2023 Q4	$17.9M	Buy	347,087 +86,441	+33%	+$4.3M	0.31%	70
2023 Q3	$12.7M	Sell	260,646 -1,845	-0.7%	-$92.6K	0.28%	80
2023 Q2	$13.3M	Buy	262,491 +31,813	+14%	+$1.61M	0.29%	71
2023 Q1	$11.7M	Sell	230,678 -19,744	-8%	-$1M	0.28%	73
2022 Q4	$12.5M	Buy	250,422 +155,627	+164%	+$7.72M	0.36%	62
2022 Q3	$4.62M	Buy	94,795 +56,500	+148%	+$2.87M	0.17%	95
2022 Q2	$1.94M	Buy	38,295 +4,710	+14%	+$241K	0.08%	161
2022 Q1	$1.78M	Buy	33,585 +630	+2%	+$34.7K	0.07%	182
2021 Q4	$1.88M	Buy	32,955 +1,168	+4%	+$66.3K	0.07%	179
2021 Q3	$1.8M	Sell	31,787 -3,605	-10%	-$207K	0.07%	172
2021 Q2	$2.03M	Sell	35,392 -3,057	-8%	-$174K	0.08%	159
2021 Q1	$2.17M	Sell	38,449 -1,653	-4%	-$93.7K	0.1%	141
2020 Q4	$2.27M	Buy	40,102 +1,352	+3%	+$75.7K	0.12%	124
2020 Q3	$2.15M	Buy	38,750 +1,632	+4%	+$91K	0.15%	114
2020 Q2	$2.04M	Buy	37,118 +4,128	+13%	+$222K	0.15%	130
2020 Q1	$1.78M	Buy	32,990 +15,713	+91%	+$873K	0.16%	128
2019 Q4	$960K	Buy	17,277 +1,843	+12%	+$102K	0.08%	199
2019 Q3	$858K	Buy	15,434 +1,827	+13%	+$101K	0.08%	189
2019 Q2	$745K	Sell	13,607 -4,516	-25%	-$245K	0.06%	195
2019 Q1	$976K	Buy	18,123 +12,492	+222%	+$663K	0.14%	112
2018 Q4	$296K	Buy	+5,631	New	+$293K	0.05%	213

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

OneDigital Investment Advisors's FMB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 5.1% in Q2 2026, buying an estimated $1.94M and bringing the position to 782,447 shares worth $40.2M. The position accounts for 0.34% of the portfolio, ranked #59.

OneDigital Investment Advisors first reported a position in FMB in Q4 2018 and has held it in 31 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

OneDigital Investment Advisors held 782,447 shares of First Trust Managed Municipal ETF worth $40.2M as of Q2 2026.
OneDigital Investment Advisors bought 38,020 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $1.94M.
First Trust Managed Municipal ETF made up 0.34% of OneDigital Investment Advisors's portfolio in Q2 2026, its #59 holding.
OneDigital Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2018 and has held it in 31 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.