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Transamerica Financial Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Transamerica Financial 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
Q2 		$1.35K Sell
26
-250
-91% -$12.8K ﹤0.01% 1414
2026
Q1 		$14K Sell
276
-19,232
-99% -$989K ﹤0.01% 862
2025
Q4 		$998K Buy
+19,508
New +$997K 0.08% 199

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

Transamerica Financial Advisors's FMB Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 91% in Q2 2026, selling an estimated $12.8K and leaving 26 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Transamerica Financial Advisors first reported a position in FMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $998K in Q4 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Transamerica Financial Advisors held 26 shares of First Trust Managed Municipal ETF worth $1.35K as of Q2 2026.
  • Transamerica Financial Advisors sold 250 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $12.8K.
  • First Trust Managed Municipal ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1414 holding.
  • Transamerica Financial Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's First Trust Managed Municipal ETF position peaked at $998K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.