Prospera Financial Services
FMB icon

Prospera Financial Services’s First Trust Managed Municipal ETF FMB Stock Holding History

Prospera Financial Services’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
Q3 		$1.13M Sell
22,893
-34,475
-60% -$1.73M 0.01% 779
2026
Q2 		$2.95M Buy
57,368
+1,334
+2% +$68.2K 0.04% 409
2026
Q1 		$2.84M Buy
56,034
+2,028
+4% +$104K 0.05% 405
2025
Q4 		$2.76M Sell
54,006
-2,806
-5% -$143K 0.05% 400
2025
Q3 		$2.88M Sell
56,812
-4,654
-8% -$233K 0.05% 386
2025
Q2 		$3.06M Buy
61,466
+216
+0.4% +$10.7K 0.06% 341
2025
Q1 		$3.09M Sell
61,250
-10,193
-14% -$520K 0.07% 283
2024
Q4 		$3.64M Buy
71,443
+3,847
+6% +$198K 0.08% 254
2024
Q3 		$3.51M Buy
67,596
+21,932
+48% +$1.13M 0.09% 246
2024
Q2 		$2.33M Buy
45,664
+232
+0.5% +$11.8K 0.06% 304
2024
Q1 		$2.33M Sell
45,432
-626
-1% -$32.2K 0.07% 306
2023
Q4 		$2.38M Buy
46,058
+3,540
+8% +$176K 0.08% 282
2023
Q3 		$2.08M Sell
42,518
-2,529
-6% -$127K 0.08% 263
2023
Q2 		$2.28M Buy
45,047
+30,253
+204% +$1.53M 0.09% 248
2023
Q1 		$754K Sell
14,794
-352
-2% -$17.9K 0.03% 499
2022
Q4 		$759K Sell
15,146
-2,522
-14% -$125K 0.04% 426
2022
Q3 		$862K Sell
17,668
-2,361
-12% -$120K 0.05% 398
2022
Q2 		$1.01M Sell
20,029
-10,927
-35% -$560K 0.05% 373
2022
Q1 		$1.64M Sell
30,956
-1,059
-3% -$58.3K 0.07% 317
2021
Q4 		$1.83M Buy
32,015
+1,954
+7% +$111K 0.08% 284
2021
Q3 		$1.71M Buy
30,061
+4,477
+17% +$257K 0.09% 269
2021
Q2 		$1.47M Buy
25,584
+1,078
+4% +$61.5K 0.07% 304
2021
Q1 		$1.38M Buy
24,506
+425
+2% +$24.1K 0.08% 279
2020
Q4 		$1.37M Buy
24,081
+3,224
+15% +$181K 0.09% 236
2020
Q3 		$1.16M Buy
20,857
+2,326
+13% +$130K 0.44% 52
2020
Q2 		$1.02M Buy
18,531
+2,077
+13% +$112K 0.09% 229
2020
Q1 		$890K Buy
16,454
+3,192
+24% +$177K 0.09% 211
2019
Q4 		$737K Buy
13,262
+1,700
+15% +$94.3K 0.06% 303
2019
Q3 		$642K Buy
+11,562
New +$642K 0.07% 249

Other funds holding FMB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Prospera Financial Services's FMB Position: Q3 2026 in Review

Prospera Financial Services reduced its First Trust Managed Municipal ETF (FMB) stake by 60% in Q3 2026, selling an estimated $1.73M and leaving 22,893 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #779.

Prospera Financial Services first reported a position in FMB in Q3 2019 and has held it in 29 quarters since. The position peaked at $3.64M in Q4 2024. 188 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • Prospera Financial Services held 22,893 shares of First Trust Managed Municipal ETF worth $1.13M as of Q3 2026.
  • Prospera Financial Services sold 34,475 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $1.73M.
  • First Trust Managed Municipal ETF made up 0.01% of Prospera Financial Services's portfolio in Q3 2026, its #779 holding.
  • Prospera Financial Services first reported a position in First Trust Managed Municipal ETF in Q3 2019 and has held it in 29 quarters since.
  • Prospera Financial Services's First Trust Managed Municipal ETF position peaked at $3.64M in Q4 2024.
  • 188 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.