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QTR Family Wealth’s First Trust Managed Municipal ETF FMB Stock Holding History

QTR Family Wealth’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 		$238K Buy
4,657
+22
+0.5% +$1.13K 0.1% 245
2025
Q4 		$240K Buy
4,635
+41
+0.9% +$2.1K 0.11% 227
2025
Q3 		$233K Buy
4,594
+31
+0.7% +$1.55K 0.11% 212
2025
Q2 		$227K Buy
4,563
+25
+0.6% +$1.24K 0.14% 155
2025
Q1 		$229K Buy
+4,538
New +$231K 0.17% 143

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

QTR Family Wealth's FMB Position: Q1 2026 in Review

QTR Family Wealth increased its First Trust Managed Municipal ETF (FMB) stake by 0.47% in Q1 2026, buying an estimated $1.13K and bringing the position to 4,657 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #245.

QTR Family Wealth first reported a position in FMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $240K in Q4 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • QTR Family Wealth held 4,657 shares of First Trust Managed Municipal ETF worth $238K as of Q1 2026.
  • QTR Family Wealth bought 22 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $1.13K.
  • First Trust Managed Municipal ETF made up 0.1% of QTR Family Wealth's portfolio in Q1 2026, its #245 holding.
  • QTR Family Wealth first reported a position in First Trust Managed Municipal ETF in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's First Trust Managed Municipal ETF position peaked at $240K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.