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

Strategic Wealth Partners’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
Q2 		$912 Hold
18
– – ﹤0.01% 1291
2026
Q1 		$899 Sell
18
-10
-36% -$514 ﹤0.01% 1269
2025
Q4 		$1.42K Sell
28
-4,295
-99% -$220K ﹤0.01% 1244
2025
Q3 		$219K Buy
+4,323
New +$216K 0.02% 322

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Strategic Wealth Partners's FMB Position: Q2 2026 in Review

Strategic Wealth Partners held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 18 shares worth $912. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Strategic Wealth Partners first reported a position in FMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $219K in Q3 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Strategic Wealth Partners held 18 shares of First Trust Managed Municipal ETF worth $912 as of Q2 2026.
  • Strategic Wealth Partners left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
  • First Trust Managed Municipal ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1291 holding.
  • Strategic Wealth Partners first reported a position in First Trust Managed Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's First Trust Managed Municipal ETF position peaked at $219K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.