Rehmann Capital Advisory Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Rehmann Capital Advisory Group’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	$451K	Buy	8,911 +1,994	+29%	+$102K	0.02%	427
2025 Q4	$354K	Buy	6,917 +609	+10%	+$31.1K	0.02%	484
2025 Q3	$320K	Sell	6,308 -3,553	-36%	-$178K	0.02%	483
2025 Q2	$491K	Sell	9,861 -42,194	-81%	-$2.1M	0.03%	357
2025 Q1	$2.62M	Buy	52,055 +56	+0.1%	+$2.86K	0.17%	104
2024 Q4	$2.65M	Sell	51,999 -3,852	-7%	-$198K	0.17%	100
2024 Q3	$2.9M	Sell	55,851 -1,058	-2%	-$54.6K	0.19%	99
2024 Q2	$2.9M	Buy	56,909 +3,687	+7%	+$188K	0.21%	93
2024 Q1	$2.73M	Buy	53,222 +3,933	+8%	+$202K	0.2%	90
2023 Q4	$2.55M	Sell	49,289 -767	-2%	-$38.2K	0.21%	90
2023 Q3	$2.45M	Buy	50,056 +380	+0.8%	+$19.1K	0.23%	82
2023 Q2	$2.52M	Sell	49,676 -1,526	-3%	-$77.4K	0.23%	87
2023 Q1	$2.61M	Buy	51,202 +5,562	+12%	+$283K	0.25%	86
2022 Q4	$2.29M	Buy	45,640 +10,797	+31%	+$535K	0.23%	93
2022 Q3	$1.7M	Sell	34,843 -9,169	-21%	-$466K	0.19%	105
2022 Q2	$2.23M	Sell	44,012 -7,568	-15%	-$388K	0.25%	83
2022 Q1	$2.76M	Buy	51,580 +9,126	+21%	+$502K	0.26%	74
2021 Q4	$2.42M	Sell	42,454 -7,257	-15%	-$412K	0.22%	84
2021 Q3	$2.82M	Buy	49,711 +2,494	+5%	+$143K	0.27%	69
2021 Q2	$2.69M	Buy	47,217 +1,562	+3%	+$89.1K	0.26%	69
2021 Q1	$2.58M	Buy	45,655 +11,288	+33%	+$640K	0.26%	70
2020 Q4	$1.95M	Buy	34,367 +4,558	+15%	+$255K	0.22%	83
2020 Q3	$1.66M	Buy	29,809 +1,376	+5%	+$76.7K	0.21%	93
2020 Q2	$1.56M	Buy	28,433 +884	+3%	+$47.6K	0.21%	91
2020 Q1	$1.49M	Buy	+27,549	New	+$1.53M	0.24%	78
2019 Q3	$725K	Buy	13,051 +2,655	+26%	+$147K	0.09%	123
2019 Q2	$569K	Buy	10,396 +2,732	+36%	+$148K	0.07%	225
2019 Q1	$413K	Buy	+7,664	New	+$407K	0.06%	257

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

Rehmann Capital Advisory Group's FMB Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its First Trust Managed Municipal ETF (FMB) stake by 29% in Q1 2026, buying an estimated $102K and bringing the position to 8,911 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #427.

Rehmann Capital Advisory Group first reported a position in FMB in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.9M in Q2 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Rehmann Capital Advisory Group held 8,911 shares of First Trust Managed Municipal ETF worth $451K as of Q1 2026.
Rehmann Capital Advisory Group bought 1,994 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $102K.
First Trust Managed Municipal ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #427 holding.
Rehmann Capital Advisory Group first reported a position in First Trust Managed Municipal ETF in Q1 2019 and has held it in 28 quarters since.
Rehmann Capital Advisory Group's First Trust Managed Municipal ETF position peaked at $2.9M in Q2 2024.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.