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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
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 $1.66T 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

Transamerica Financial Advisors's FMB Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 99% in Q1 2026, selling an estimated $989K and leaving 276 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Transamerica Financial Advisors first reported a position in FMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $998K in Q4 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Transamerica Financial Advisors held 276 shares of First Trust Managed Municipal ETF worth $14K as of Q1 2026.
  • Transamerica Financial Advisors sold 19,232 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $989K.
  • First Trust Managed Municipal ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #862 holding.
  • Transamerica Financial Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Transamerica Financial Advisors's First Trust Managed Municipal ETF position peaked at $998K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.