Revisor Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Revisor Wealth Management’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	$215K	Hold	4,243	–	–	0.06%	307
2025 Q4	$218K	Sell	4,243 -7,378	-63%	-$377K	0.06%	296
2025 Q3	$591K	Hold	11,621	–	–	0.2%	108
2025 Q2	$580K	Sell	11,621 -152	-1%	-$7.56K	0.21%	110
2025 Q1	$594K	Buy	+11,773	New	+$600K	0.26%	76
2024 Q1	–	Sell	-11,773	Closed	-$608K	–	189
2023 Q4	$608K	Buy	+11,773	New	+$586K	0.7%	29
2023 Q3	–	Sell	-4,395	Closed	-$223K	–	164
2023 Q2	$223K	Hold	4,395	–	–	0.2%	146
2023 Q1	$224K	Buy	+4,395	New	+$223K	0.2%	144

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

Revisor Wealth Management's FMB Position: Q1 2026 in Review

Revisor Wealth Management held its First Trust Managed Municipal ETF (FMB) position steady in Q1 2026 at 4,243 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #307.

Revisor Wealth Management first reported a position in FMB in Q1 2023 and has held it in 8 quarters since. The position peaked at $608K in Q4 2023. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Revisor Wealth Management held 4,243 shares of First Trust Managed Municipal ETF worth $215K as of Q1 2026.
Revisor Wealth Management left its First Trust Managed Municipal ETF share count unchanged in Q1 2026.
First Trust Managed Municipal ETF made up 0.06% of Revisor Wealth Management's portfolio in Q1 2026, its #307 holding.
Revisor Wealth Management first reported a position in First Trust Managed Municipal ETF in Q1 2023 and has held it in 8 quarters since.
Revisor Wealth Management's First Trust Managed Municipal ETF position peaked at $608K in Q4 2023.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.