Sovran Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Sovran Advisors’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	$477K	Buy	9,340 +780	+9%	+$40.1K	0.04%	374
2025 Q4	$440K	Sell	8,560 -207	-2%	-$10.6K	0.04%	374
2025 Q3	$449K	Buy	8,767 +560	+7%	+$28K	0.04%	356
2025 Q2	$409K	Sell	8,207 -143	-2%	-$7.11K	0.04%	342
2025 Q1	$414K	Sell	8,350 -1,643	-16%	-$83.8K	0.05%	323
2024 Q4	$506K	Buy	+9,993	New	+$514K	0.07%	255

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

Sovran Advisors's FMB Position: Q1 2026 in Review

Sovran Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 9.1% in Q1 2026, buying an estimated $40.1K and bringing the position to 9,340 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #374.

Sovran Advisors first reported a position in FMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $506K in Q4 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Sovran Advisors held 9,340 shares of First Trust Managed Municipal ETF worth $477K as of Q1 2026.
Sovran Advisors bought 780 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $40.1K.
First Trust Managed Municipal ETF made up 0.04% of Sovran Advisors's portfolio in Q1 2026, its #374 holding.
Sovran Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 6 quarters since.
Sovran Advisors's First Trust Managed Municipal ETF position peaked at $506K in Q4 2024.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.