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Sigma Planning Corp’s First Trust Managed Municipal ETF FMB Stock Holding History

Sigma Planning Corp’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 		$1.6M Sell
31,681
-495
-2% -$25.4K 0.04% 399
2025
Q4 		$1.65M Sell
32,176
-2,795
-8% -$143K 0.05% 370
2025
Q3 		$1.77M Sell
34,971
-3,646
-9% -$182K 0.05% 354
2025
Q2 		$1.92M Buy
38,617
+474
+1% +$23.6K 0.06% 316
2025
Q1 		$1.92M Sell
38,143
-1,902
-5% -$97K 0.06% 297
2024
Q4 		$2.04M Buy
40,045
+503
+1% +$25.9K 0.06% 281
2024
Q3 		$2.05M Buy
39,542
+113
+0.3% +$5.83K 0.06% 284
2024
Q2 		$2.01M Buy
39,429
+1,051
+3% +$53.6K 0.06% 293
2024
Q1 		$1.97M Buy
38,378
+23,309
+155% +$1.2M 0.06% 322
2023
Q4 		$779K Sell
15,069
-12,477
-45% -$621K 0.06% 322
2023
Q3 		$1.35M Buy
27,546
+2,564
+10% +$129K 0.05% 364
2023
Q2 		$1.27M Buy
24,982
+948
+4% +$48.1K 0.05% 390
2023
Q1 		$1.22M Buy
24,034
+9,749
+68% +$496K 0.04% 430
2022
Q4 		$716K Sell
14,285
-1,225
-8% -$60.7K 0.03% 619
2022
Q3 		$756K Sell
15,510
-332
-2% -$16.9K 0.03% 562
2022
Q2 		$802K Buy
15,842
+2,007
+15% +$103K 0.03% 560
2022
Q1 		$734K Buy
13,835
+167
+1% +$9.19K 0.02% 664
2021
Q4 		$779K Sell
13,668
-325
-2% -$18.5K 0.02% 649
2021
Q3 		$795K Buy
13,993
+1,076
+8% +$61.8K 0.02% 628
2021
Q2 		$740K Buy
12,917
+2,954
+30% +$169K 0.02% 661
2021
Q1 		$562K Buy
9,963
+915
+10% +$51.9K 0.02% 720
2020
Q4 		$513K Buy
9,048
+2,240
+33% +$125K 0.02% 682
2020
Q3 		$379K Sell
6,808
-2,301
-25% -$128K 0.02% 707
2020
Q2 		$501K Buy
9,109
+330
+4% +$17.8K 0.02% 592
2020
Q1 		$475K Sell
8,779
-741
-8% -$41.2K 0.03% 492
2019
Q4 		$529K Buy
9,520
+4,695
+97% +$260K 0.02% 581
2019
Q3 		$268K Buy
+4,825
New +$268K 0.01% 817

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

Sigma Planning Corp's FMB Position: Q1 2026 in Review

Sigma Planning Corp reduced its First Trust Managed Municipal ETF (FMB) stake by 1.5% in Q1 2026, selling an estimated $25.4K and leaving 31,681 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #399.

Sigma Planning Corp first reported a position in FMB in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.05M in Q3 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Sigma Planning Corp held 31,681 shares of First Trust Managed Municipal ETF worth $1.6M as of Q1 2026.
  • Sigma Planning Corp sold 495 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $25.4K.
  • First Trust Managed Municipal ETF made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #399 holding.
  • Sigma Planning Corp first reported a position in First Trust Managed Municipal ETF in Q3 2019 and has held it in 27 quarters since.
  • Sigma Planning Corp's First Trust Managed Municipal ETF position peaked at $2.05M in Q3 2024.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.