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

&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 		$1.13M Sell
22,262
-2,618
-11% -$135K 0.01% 1228
2025
Q4 		$1.27M Buy
24,880
+10,758
+76% +$550K 0.01% 1093
2025
Q3 		$716K Buy
14,122
+2,822
+25% +$141K ﹤0.01% 1252
2025
Q2 		$563K Sell
11,300
-3,713
-25% -$185K ﹤0.01% 1291
2025
Q1 		$756K Buy
15,013
+205
+1% +$10.5K 0.01% 934
2024
Q4 		$756K Sell
14,808
-3,830
-21% -$197K 0.01% 886
2024
Q3 		$968K Sell
18,638
-3,312
-15% -$171K 0.02% 579
2024
Q2 		$1.12M Buy
21,950
+1,979
+10% +$101K 0.05% 316
2024
Q1 		$1.02M Sell
19,971
-1,973
-9% -$102K 0.14% 149
2023
Q4 		$1.13M Buy
21,944
+12,707
+138% +$632K 0.28% 85
2023
Q3 		$452K Sell
9,237
-3,523
-28% -$177K 0.21% 87
2023
Q2 		$647K Hold
12,760
– – 0.29% 67
2023
Q1 		$650K Hold
12,760
– – 0.31% 65
2022
Q4 		$639K Sell
12,760
-1,009
-7% -$50K 0.32% 64
2022
Q3 		$671K Sell
13,769
-1,354
-9% -$68.8K 0.39% 59
2022
Q2 		$765K Sell
15,123
-832
-5% -$42.6K 0.44% 51
2022
Q1 		$847K Sell
15,955
-8,604
-35% -$474K 0.48% 47
2021
Q4 		$1.4M Hold
24,559
– – 0.84% 22
2021
Q3 		$1.39M Sell
24,559
-801
-3% -$46K 0.89% 27
2021
Q2 		$1.45M Sell
25,360
-469
-2% -$26.8K 0.94% 22
2021
Q1 		$1.46M Sell
25,829
-350
-1% -$19.8K 1.06% 21
2020
Q4 		$1.49M Buy
26,179
+258
+1% +$14.4K 1.25% 18
2020
Q3 		$1.44M Buy
25,921
+14,950
+136% +$834K 1.47% 12
2020
Q2 		$604K Buy
+10,971
New +$591K 0.73% 39

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

&Partners's FMB Position: Q1 2026 in Review

&Partners reduced its First Trust Managed Municipal ETF (FMB) stake by 11% in Q1 2026, selling an estimated $135K and leaving 22,262 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1228.

&Partners first reported a position in FMB in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.49M in Q4 2020. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • &Partners held 22,262 shares of First Trust Managed Municipal ETF worth $1.13M as of Q1 2026.
  • &Partners sold 2,618 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $135K.
  • First Trust Managed Municipal ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1228 holding.
  • &Partners first reported a position in First Trust Managed Municipal ETF in Q2 2020 and has held it in 24 quarters since.
  • &Partners's First Trust Managed Municipal ETF position peaked at $1.49M in Q4 2020.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.