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Principal Securities’s First Trust Managed Municipal ETF FMB Stock Holding History

Principal Securities’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 		$2.26M Buy
44,033
+5,992
+16% +$306K 0.03% 506
2026
Q1 		$1.93M Buy
38,041
+1,219
+3% +$62.7K 0.03% 510
2025
Q4 		$1.88M Buy
36,822
+5,505
+18% +$281K 0.03% 497
2025
Q3 		$1.59M Sell
31,317
-1,304
-4% -$65.2K 0.03% 519
2025
Q2 		$1.63M Sell
32,621
-546
-2% -$27.2K 0.03% 474
2025
Q1 		$1.69M Hold
33,167
– – 0.04% 412
2024
Q4 		$1.69M Buy
33,167
+371
+1% +$19.1K 0.04% 409
2024
Q3 		$1.7M Buy
32,796
+702
+2% +$36.2K 0.04% 393
2024
Q2 		$1.64M Sell
32,094
-1,359
-4% -$69.3K 0.05% 347
2024
Q1 		$1.72M Sell
33,453
-2,094
-6% -$108K 0.05% 310
2023
Q4 		$1.84M Buy
+35,547
New +$1.77M 0.07% 270

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

Principal Securities's FMB Position: Q2 2026 in Review

Principal Securities increased its First Trust Managed Municipal ETF (FMB) stake by 16% in Q2 2026, buying an estimated $306K and bringing the position to 44,033 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #506.

Principal Securities first reported a position in FMB in Q4 2023 and has held it in 11 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Principal Securities held 44,033 shares of First Trust Managed Municipal ETF worth $2.26M as of Q2 2026.
  • Principal Securities bought 5,992 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $306K.
  • First Trust Managed Municipal ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #506 holding.
  • Principal Securities first reported a position in First Trust Managed Municipal ETF in Q4 2023 and has held it in 11 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.