SW
FMB icon

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

SteelPeak Wealth’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
-39,469
Closed -$2.02M – 600
2025
Q4 		$2.02M Sell
39,469
-838
-2% -$42.8K 0.07% 205
2025
Q3 		$2.04M Sell
40,307
-13,581
-25% -$679K 0.07% 214
2025
Q2 		$2.68M Buy
53,888
+2,210
+4% +$110K 0.1% 152
2025
Q1 		$2.61M Buy
+51,678
New +$2.64M 0.11% 149
2024
Q2 		– Sell
-4,258
Closed -$219K – 558
2024
Q1 		$219K Sell
4,258
-40,022
-90% -$2.06M 0.01% 416
2023
Q4 		$2.29M Sell
44,280
-27,366
-38% -$1.36M 0.13% 123
2023
Q3 		$3.5M Sell
71,646
-7,814
-10% -$392K 0.22% 91
2023
Q2 		$4.03M Buy
79,460
+1,840
+2% +$93.3K 0.24% 77
2023
Q1 		$3.95M Buy
77,620
+45,543
+142% +$2.32M 0.27% 80
2022
Q4 		$1.61M Sell
32,077
-18,403
-36% -$912K 0.12% 137
2022
Q3 		$2.46M Sell
50,480
-14,392
-22% -$731K 0.18% 101
2022
Q2 		$3.28M Buy
64,872
+3,769
+6% +$193K 0.24% 81
2022
Q1 		$3.24M Sell
61,103
-1,450
-2% -$79.8K 0.18% 95
2021
Q4 		$3.56M Buy
62,553
+13,983
+29% +$794K 0.2% 90
2021
Q3 		$2.76M Buy
48,570
+857
+2% +$49.2K 0.18% 93
2021
Q2 		$2.73M Sell
47,713
-332
-0.7% -$18.9K 0.19% 99
2021
Q1 		$2.71M Sell
48,045
-530
-1% -$30.1K 0.21% 88
2020
Q4 		$2.76M Buy
48,575
+957
+2% +$53.6K 0.25% 84
2020
Q3 		$2.65M Buy
47,618
+5,637
+13% +$314K 0.28% 78
2020
Q2 		$2.31M Buy
41,981
+11,895
+40% +$641K 0.29% 76
2020
Q1 		$1.63M Buy
30,086
+1,494
+5% +$83K 0.26% 83
2019
Q4 		$1.59M Buy
+28,592
New +$1.59M 0.22% 92

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

SteelPeak Wealth's FMB Position: Q1 2026 in Review

SteelPeak Wealth sold out of First Trust Managed Municipal ETF (FMB) in Q1 2026, closing a stake of 39,469 shares — an estimated $2.02M sold.

SteelPeak Wealth first reported a position in FMB in Q4 2019 and held it in 22 quarters. The position peaked at $4.03M in Q2 2023. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • SteelPeak Wealth reported no remaining First Trust Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 39,469 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $2.02M.
  • SteelPeak Wealth first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 22 quarters.
  • SteelPeak Wealth's First Trust Managed Municipal ETF position peaked at $4.03M in Q2 2023.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.