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Patten Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Patten Group’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 		$634K Buy
12,522
+1,004
+9% +$51.6K 0.11% 176
2025
Q4 		$589K Sell
11,518
-200
-2% -$10.2K 0.11% 175
2025
Q3 		$594K Sell
11,718
-6,678
-36% -$334K 0.12% 166
2025
Q2 		$916K Sell
18,396
-969
-5% -$48.2K 0.19% 139
2025
Q1 		$976K Hold
19,365
– – 0.22% 128
2024
Q4 		$988K Buy
19,365
+3,682
+23% +$189K 0.22% 125
2024
Q3 		$815K Buy
15,683
+5,062
+48% +$261K 0.18% 144
2024
Q2 		$542K Hold
10,621
– – 0.13% 160
2024
Q1 		$545K Buy
10,621
+970
+10% +$49.9K 0.13% 157
2023
Q4 		$499K Buy
+9,651
New +$480K 0.14% 157
2021
Q1 		– Sell
-38,709
Closed -$782K – 239
2020
Q4 		$782K Buy
+38,709
New +$2.17M 0.21% 106

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

Patten Group's FMB Position: Q1 2026 in Review

Patten Group increased its First Trust Managed Municipal ETF (FMB) stake by 8.7% in Q1 2026, buying an estimated $51.6K and bringing the position to 12,522 shares worth $634K. The position accounts for 0.11% of the portfolio, ranked #176.

Patten Group first reported a position in FMB in Q4 2020 and has held it in 11 quarters since. The position peaked at $988K in Q4 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Patten Group held 12,522 shares of First Trust Managed Municipal ETF worth $634K as of Q1 2026.
  • Patten Group bought 1,004 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $51.6K.
  • First Trust Managed Municipal ETF made up 0.11% of Patten Group's portfolio in Q1 2026, its #176 holding.
  • Patten Group first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 11 quarters since.
  • Patten Group's First Trust Managed Municipal ETF position peaked at $988K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.