Per Stirling Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Per Stirling Capital Management’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	$3.44M	Buy	67,837 +4,100	+6%	+$211K	0.38%	64
2025 Q4	$3.26M	Buy	63,737 +21,541	+51%	+$1.1M	0.37%	64
2025 Q3	$2.14M	Buy	42,196 +299	+0.7%	+$14.9K	0.26%	73
2025 Q2	$2.09M	Buy	41,897 +54	+0.1%	+$2.69K	0.27%	72
2025 Q1	$2.11M	Sell	41,843 -23,525	-36%	-$1.2M	0.3%	71
2024 Q4	$3.33M	Buy	65,368 +1,264	+2%	+$65K	0.47%	57
2024 Q3	$3.33M	Buy	64,104 +12,126	+23%	+$626K	0.46%	56
2024 Q2	$2.65M	Buy	51,978 +22,824	+78%	+$1.16M	0.43%	59
2024 Q1	$1.5M	Buy	29,154 +24	+0.1%	+$1.24K	0.25%	66
2023 Q4	$1.5M	Sell	29,130 -50	-0.2%	-$2.49K	0.28%	62
2023 Q3	$1.43M	Buy	29,180 +59	+0.2%	+$2.96K	0.3%	63
2023 Q2	$1.48M	Sell	29,121 -1,687	-5%	-$85.6K	0.3%	65
2023 Q1	$1.57M	Sell	30,808 -4,050	-12%	-$206K	0.34%	54
2022 Q4	$1.75M	Buy	+34,858	New	+$1.73M	0.32%	57

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

Per Stirling Capital Management's FMB Position: Q1 2026 in Review

Per Stirling Capital Management increased its First Trust Managed Municipal ETF (FMB) stake by 6.4% in Q1 2026, buying an estimated $211K and bringing the position to 67,837 shares worth $3.44M. The position accounts for 0.38% of the portfolio, ranked #64.

Per Stirling Capital Management first reported a position in FMB in Q4 2022 and has held it in 14 quarters since. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Per Stirling Capital Management held 67,837 shares of First Trust Managed Municipal ETF worth $3.44M as of Q1 2026.
Per Stirling Capital Management bought 4,100 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $211K.
First Trust Managed Municipal ETF made up 0.38% of Per Stirling Capital Management's portfolio in Q1 2026, its #64 holding.
Per Stirling Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2022 and has held it in 14 quarters since.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.