Raymond James Financial
FMB icon

Raymond James Financial’s First Trust Managed Municipal ETF FMB Stock Holding History

Raymond James Financial’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 		$64.6M Buy
1,256,709
+32,392
+3% +$1.66M 0.02% 800
2026
Q1 		$62M Buy
1,224,317
+33,604
+3% +$1.73M 0.02% 747
2025
Q4 		$60.9M Buy
1,190,713
+43,522
+4% +$2.22M 0.02% 727
2025
Q3 		$58.2M Sell
1,147,191
-44,232
-4% -$2.21M 0.02% 716
2025
Q2 		$59.4M Buy
1,191,423
+34,126
+3% +$1.7M 0.02% 667
2025
Q1 		$58.4M Buy
1,157,297
+6,985
+0.6% +$356K 0.02% 637
2024
Q4 		$58.7M Buy
+1,150,312
New +$59.2M 0.02% 644

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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial's FMB Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Managed Municipal ETF (FMB) stake by 2.6% in Q2 2026, buying an estimated $1.66M and bringing the position to 1,256,709 shares worth $64.6M. The position accounts for 0.02% of the portfolio, ranked #800.

Raymond James Financial first reported a position in FMB in Q4 2024 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Raymond James Financial held 1,256,709 shares of First Trust Managed Municipal ETF worth $64.6M as of Q2 2026.
  • Raymond James Financial bought 32,392 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $1.66M.
  • First Trust Managed Municipal ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #800 holding.
  • Raymond James Financial first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 7 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.