PWMG
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Prestige Wealth Management Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Prestige Wealth Management 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
Q2 		$4.26M Sell
83,002
-710
-0.8% -$36.3K 0.77% 29
2026
Q1 		$4.24M Buy
83,712
+9,706
+13% +$499K 0.83% 27
2025
Q4 		$3.78M Sell
74,006
-12,843
-15% -$656K 0.72% 29
2025
Q3 		$4.4M Sell
86,849
-4,655
-5% -$233K 0.85% 26
2025
Q2 		$4.56M Sell
91,504
-6,883
-7% -$342K 0.93% 23
2025
Q1 		$4.96M Buy
98,387
+12,677
+15% +$647K 1.06% 21
2024
Q4 		$4.37M Buy
85,710
+6,018
+8% +$310K 0.91% 24
2024
Q3 		$4.14M Sell
79,692
-262
-0.3% -$13.5K 0.86% 23
2024
Q2 		$4.08M Buy
79,954
+292
+0.4% +$14.9K 0.88% 24
2024
Q1 		$4.09M Buy
79,662
+11,128
+16% +$573K 0.88% 24
2023
Q4 		$3.54M Buy
68,534
+3,696
+6% +$184K 0.8% 26
2023
Q3 		$3.17M Buy
64,838
+5,590
+9% +$281K 0.78% 26
2023
Q2 		$3M Buy
59,248
+4,125
+7% +$209K 0.71% 26
2023
Q1 		$2.81M Buy
55,123
+1,557
+3% +$79.1K 0.71% 26
2022
Q4 		$2.68M Sell
53,566
-21,264
-28% -$1.05M 0.7% 29
2022
Q3 		$3.65M Sell
74,830
-403
-0.5% -$20.5K 1.02% 21
2022
Q2 		$3.81M Sell
75,233
-7,750
-9% -$397K 1.03% 21
2022
Q1 		$4.4M Sell
82,983
-3,398
-4% -$187K 1.08% 20
2021
Q4 		$4.92M Buy
86,381
+1,591
+2% +$90.4K 1.18% 16
2021
Q3 		$4.81M Buy
84,790
+7,524
+10% +$432K 1.23% 16
2021
Q2 		$4.43M Sell
77,266
-9,528
-11% -$544K 1.18% 16
2021
Q1 		$4.9M Sell
86,794
-31,623
-27% -$1.79M 1.34% 16
2020
Q4 		$6.72M Buy
118,417
+10,909
+10% +$611K 1.84% 14
2020
Q3 		$5.98M Buy
+107,508
New +$6M 1.81% 12

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Prestige Wealth Management Group's FMB Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its First Trust Managed Municipal ETF (FMB) stake by 0.85% in Q2 2026, selling an estimated $36.3K and leaving 83,002 shares worth $4.26M. The position accounts for 0.77% of the portfolio, ranked #29.

Prestige Wealth Management Group first reported a position in FMB in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.72M in Q4 2020. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Prestige Wealth Management Group held 83,002 shares of First Trust Managed Municipal ETF worth $4.26M as of Q2 2026.
  • Prestige Wealth Management Group sold 710 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $36.3K.
  • First Trust Managed Municipal ETF made up 0.77% of Prestige Wealth Management Group's portfolio in Q2 2026, its #29 holding.
  • Prestige Wealth Management Group first reported a position in First Trust Managed Municipal ETF in Q3 2020 and has held it in 24 quarters since.
  • Prestige Wealth Management Group's First Trust Managed Municipal ETF position peaked at $6.72M in Q4 2020.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.