TLA
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Tanglewood Legacy Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Tanglewood Legacy 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 		$27.3K Hold
539
– – 0.01% 192
2025
Q4 		$27.6K Hold
539
– – 0.01% 195
2025
Q3 		$27.3K Hold
539
– – 0.01% 205
2025
Q2 		$26.9K Hold
539
– – 0.01% 208
2025
Q1 		$27.2K Hold
539
– – 0.01% 207
2024
Q4 		$27.5K Sell
539
-643
-54% -$33.1K 0.01% 207
2024
Q3 		$61.4K Buy
1,182
+5
+0.4% +$258 0.03% 148
2024
Q2 		$60.1K Buy
1,177
+5
+0.4% +$255 0.03% 148
2024
Q1 		$60.2K Buy
1,172
+7
+0.6% +$360 0.03% 148
2023
Q4 		$60.2K Sell
1,165
-1,197
-51% -$59.5K 0.03% 139
2023
Q3 		$115K Sell
2,362
-265
-10% -$13.3K 0.07% 105
2023
Q2 		$133K Sell
2,627
-426
-14% -$21.6K 0.08% 95
2023
Q1 		$155K Buy
3,053
+705
+30% +$35.8K 0.1% 84
2022
Q4 		$118K Buy
+2,348
New +$116K 0.08% 85

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

Tanglewood Legacy Advisors's FMB Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its First Trust Managed Municipal ETF (FMB) position steady in Q1 2026 at 539 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #192.

Tanglewood Legacy Advisors first reported a position in FMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $155K in Q1 2023. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Tanglewood Legacy Advisors held 539 shares of First Trust Managed Municipal ETF worth $27.3K as of Q1 2026.
  • Tanglewood Legacy Advisors left its First Trust Managed Municipal ETF share count unchanged in Q1 2026.
  • First Trust Managed Municipal ETF made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #192 holding.
  • Tanglewood Legacy Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2022 and has held it in 14 quarters since.
  • Tanglewood Legacy Advisors's First Trust Managed Municipal ETF position peaked at $155K in Q1 2023.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.