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Stonehaven Wealth & Tax Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$1.41M Buy
27,815
+7,919
+40% +$407K 1.25% 21
2025
Q4 		$1.02M Buy
19,896
+15,096
+315% +$772K 0.91% 26
2025
Q3 		$243K Buy
4,800
+200
+4% +$9.99K 0.22% 66
2025
Q2 		$229K Buy
+4,600
New +$229K 0.22% 68

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

Stonehaven Wealth & Tax Solutions's FMB Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its First Trust Managed Municipal ETF (FMB) stake by 40% in Q1 2026, buying an estimated $407K and bringing the position to 27,815 shares worth $1.41M. The position accounts for 1.25% of the portfolio, ranked #21.

Stonehaven Wealth & Tax Solutions first reported a position in FMB in Q2 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 27,815 shares of First Trust Managed Municipal ETF worth $1.41M as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 7,919 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $407K.
  • First Trust Managed Municipal ETF made up 1.25% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #21 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in First Trust Managed Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.