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

Signature Wealth Management 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 		$544K Sell
10,741
-1,484
-12% -$76.3K 0.21% 92
2025
Q4 		$625K Sell
12,225
-350
-3% -$17.9K 0.25% 76
2025
Q3 		$638K Sell
12,575
-1,057
-8% -$52.8K 0.25% 78
2025
Q2 		$679K Sell
13,632
-1,309
-9% -$65.1K 0.27% 76
2025
Q1 		$753K Sell
14,941
-1,554
-9% -$79.3K 0.29% 78
2024
Q4 		$841K Buy
16,495
+2,466
+18% +$127K 0.34% 78
2024
Q3 		$729K Sell
14,029
-1,064
-7% -$54.9K 0.29% 76
2024
Q2 		$771K Sell
15,093
-267
-2% -$13.6K 0.34% 75
2024
Q1 		$783K Sell
15,360
-2,257
-13% -$116K 0.36% 75
2023
Q4 		$910K Buy
+17,617
New +$876K 0.42% 74
2023
Q2 		$609K Buy
12,011
+1,094
+10% +$55.5K 0.28% 76
2023
Q1 		$556K Buy
10,917
+1,201
+12% +$61K 0.26% 74
2022
Q4 		$487K Sell
9,716
-416
-4% -$20.6K 0.24% 74
2022
Q3 		$494K Sell
10,132
-2,793
-22% -$142K 0.25% 72
2022
Q2 		$654K Buy
12,925
+1,471
+13% +$75.4K 0.32% 63
2022
Q1 		$608K Buy
11,454
+4,890
+74% +$269K 0.27% 68
2021
Q4 		$374K Buy
6,564
+158
+2% +$8.97K 0.19% 71
2021
Q3 		$364K Buy
6,406
+1,284
+25% +$73.7K 0.2% 69
2021
Q2 		$293K Buy
5,122
+249
+5% +$14.2K 0.16% 72
2021
Q1 		$275K Buy
4,873
+395
+9% +$22.4K 0.16% 74
2020
Q4 		$254K Buy
4,478
+531
+13% +$29.7K 0.16% 72
2020
Q3 		$219K Buy
+3,947
New +$220K 0.16% 70

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

Signature Wealth Management Group's FMB Position: Q1 2026 in Review

Signature Wealth Management Group reduced its First Trust Managed Municipal ETF (FMB) stake by 12% in Q1 2026, selling an estimated $76.3K and leaving 10,741 shares worth $544K. The position accounts for 0.21% of the portfolio, ranked #92.

Signature Wealth Management Group first reported a position in FMB in Q3 2020 and has held it in 22 quarters since. The position peaked at $910K in Q4 2023. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Signature Wealth Management Group held 10,741 shares of First Trust Managed Municipal ETF worth $544K as of Q1 2026.
  • Signature Wealth Management Group sold 1,484 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $76.3K.
  • First Trust Managed Municipal ETF made up 0.21% of Signature Wealth Management Group's portfolio in Q1 2026, its #92 holding.
  • Signature Wealth Management Group first reported a position in First Trust Managed Municipal ETF in Q3 2020 and has held it in 22 quarters since.
  • Signature Wealth Management Group's First Trust Managed Municipal ETF position peaked at $910K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.