Pure Financial Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Pure Financial Advisors’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	$416K	Hold	8,219	–	–	0.01%	375
2025 Q4	$420K	Hold	8,219	–	–	0.01%	347
2025 Q3	$417K	Hold	8,219	–	–	0.01%	342
2025 Q2	$409K	Buy	+8,219	New	+$409K	0.01%	328

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

Pure Financial Advisors's FMB Position: Q1 2026 in Review

Pure Financial Advisors held its First Trust Managed Municipal ETF (FMB) position steady in Q1 2026 at 8,219 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #375.

Pure Financial Advisors first reported a position in FMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $420K in Q4 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Pure Financial Advisors held 8,219 shares of First Trust Managed Municipal ETF worth $416K as of Q1 2026.
Pure Financial Advisors left its First Trust Managed Municipal ETF share count unchanged in Q1 2026.
First Trust Managed Municipal ETF made up 0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #375 holding.
Pure Financial Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2025 and has held it in 4 quarters since.
Pure Financial Advisors's First Trust Managed Municipal ETF position peaked at $420K in Q4 2025.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.