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Regal Investment Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Regal Investment 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 		$278K Sell
5,479
-92
-2% -$4.73K 0.02% 546
2025
Q4 		$285K Sell
5,571
-918
-14% -$46.9K 0.02% 519
2025
Q3 		$329K Buy
6,489
+658
+11% +$32.9K 0.02% 449
2025
Q2 		$290K Sell
5,831
-17
-0.3% -$846 0.02% 431
2025
Q1 		$295K Buy
5,848
+432
+8% +$22K 0.02% 406
2024
Q4 		$276K Sell
5,416
-362
-6% -$18.6K 0.02% 423
2024
Q3 		$300K Sell
5,778
-1,932
-25% -$99.8K 0.02% 451
2024
Q2 		$394K Sell
7,710
-481
-6% -$24.5K 0.03% 399
2024
Q1 		$421K Sell
8,191
-275
-3% -$14.2K 0.03% 389
2023
Q4 		$437K Sell
8,466
-1,739
-17% -$86.5K 0.03% 352
2023
Q3 		$499K Sell
10,205
-99
-1% -$4.97K 0.04% 295
2023
Q2 		$522K Sell
10,304
-170
-2% -$8.62K 0.04% 288
2023
Q1 		$534K Sell
10,474
-347
-3% -$17.6K 0.05% 278
2022
Q4 		$542K Sell
10,821
-5,204
-32% -$258K 0.05% 264
2022
Q3 		$781K Buy
16,025
+283
+2% +$14.4K 0.08% 205
2022
Q2 		$797K Buy
15,742
+450
+3% +$23.1K 0.08% 217
2022
Q1 		$811K Sell
15,292
-3,265
-18% -$180K 0.07% 245
2021
Q4 		$1.06M Buy
18,557
+381
+2% +$21.6K 0.09% 232
2021
Q3 		$1.03M Buy
18,176
+3,196
+21% +$184K 0.1% 224
2021
Q2 		$858K Buy
+14,980
New +$855K 0.09% 246
2021
Q1 		– Sell
-15,040
Closed -$853K – 163
2020
Q4 		$853K Buy
+15,040
New +$842K 0.1% 201
2020
Q3 		– Sell
-13,026
Closed -$717K – 72
2020
Q2 		$717K Buy
+13,026
New +$701K 0.13% 148
2020
Q1 		– Sell
-6,867
Closed -$381K – 114
2019
Q4 		$381K Buy
6,867
+1,265
+23% +$70.2K 0.07% 226
2019
Q3 		$311K Buy
5,602
+4
+0.1% +$222 0.06% 248
2019
Q2 		$307K Buy
5,598
+180
+3% +$9.77K 0.06% 251
2019
Q1 		$292K Sell
5,418
-10
-0.2% -$531 0.06% 248
2018
Q4 		$286K Buy
5,428
+1,205
+29% +$62.8K 0.06% 253
2018
Q3 		$221K Sell
4,223
-695
-14% -$36.6K 0.05% 285
2018
Q2 		$259K Sell
4,918
-996
-17% -$52.4K 0.08% 226
2018
Q1 		$311K Buy
5,914
+5
+0.1% +$264 0.07% 221
2017
Q4 		$316K Sell
5,909
-174
-3% -$9.28K 0.07% 217
2017
Q3 		$324K Sell
6,083
-594
-9% -$31.6K 0.08% 210
2017
Q2 		$352K Sell
6,677
-1,144
-15% -$60K 0.09% 197
2017
Q1 		$405K Buy
7,821
+380
+5% +$19.6K 0.11% 183
2016
Q4 		$381K Buy
7,441
+2,840
+62% +$149K 0.11% 180
2016
Q3 		$248K Buy
+4,601
New +$249K 0.07% 230

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

Regal Investment Advisors's FMB Position: Q1 2026 in Review

Regal Investment Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 1.7% in Q1 2026, selling an estimated $4.73K and leaving 5,479 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #546.

Regal Investment Advisors first reported a position in FMB in Q3 2016 and has held it in 36 quarters since. The position peaked at $1.06M in Q4 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Regal Investment Advisors held 5,479 shares of First Trust Managed Municipal ETF worth $278K as of Q1 2026.
  • Regal Investment Advisors sold 92 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $4.73K.
  • First Trust Managed Municipal ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #546 holding.
  • Regal Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2016 and has held it in 36 quarters since.
  • Regal Investment Advisors's First Trust Managed Municipal ETF position peaked at $1.06M in Q4 2021.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.