StoneX Group’s First Trust Managed Municipal ETF FMB Stock Holding History

StoneX 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	–	Sell	-5,618	Closed	-$287K	–	1029
2025 Q4	$287K	Buy	5,618 +400	+8%	+$20.4K	0.01%	719
2025 Q3	$265K	Sell	5,218 -872	-14%	-$43.6K	0.01%	738
2025 Q2	$303K	Hold	6,090	–	–	0.01%	658
2025 Q1	$307K	Hold	6,090	–	–	0.02%	626
2024 Q4	$311K	Hold	6,090	–	–	0.02%	592
2024 Q3	$316K	Buy	+6,090	New	+$314K	0.14%	200
2024 Q1	–	Sell	-4,106	Closed	-$212K	–	396
2023 Q4	$212K	Buy	+4,106	New	+$204K	0.11%	269
2022 Q3	–	Sell	-4,594	Closed	-$233K	–	411
2022 Q2	$233K	Buy	+4,594	New	+$235K	0.04%	312

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

StoneX Group's FMB Position: Q1 2026 in Review

StoneX Group sold out of First Trust Managed Municipal ETF (FMB) in Q1 2026, closing a stake of 5,618 shares — an estimated $287K sold.

StoneX Group first reported a position in FMB in Q2 2022 and held it in 8 quarters. The position peaked at $316K in Q3 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

StoneX Group reported no remaining First Trust Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 5,618 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $287K.
StoneX Group first reported a position in First Trust Managed Municipal ETF in Q2 2022 and held it in 8 quarters.
StoneX Group's First Trust Managed Municipal ETF position peaked at $316K in Q3 2024.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.