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

SageView 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 		– Sell
-300
Closed -$15.3K – 1231
2025
Q4 		$15.3K Buy
+300
New +$15.3K ﹤0.01% 1553

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

SageView Advisory Group's FMB Position: Q1 2026 in Review

SageView Advisory Group sold out of First Trust Managed Municipal ETF (FMB) in Q1 2026, closing a stake of 300 shares — an estimated $15.3K sold.

SageView Advisory Group first reported a position in FMB in Q4 2025 and held it in 1 quarter. The position peaked at $15.3K in Q4 2025. 298 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • SageView Advisory Group reported no remaining First Trust Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 300 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $15.3K.
  • SageView Advisory Group first reported a position in First Trust Managed Municipal ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's First Trust Managed Municipal ETF position peaked at $15.3K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.