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Triumph Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Triumph Capital Management’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 		$587K Buy
11,594
+3,930
+51% +$202K 0.12% 164
2025
Q4 		$392K Buy
7,664
+2,750
+56% +$141K 0.08% 203
2025
Q3 		$249K Hold
4,914
– – 0.07% 275
2025
Q2 		$245K Buy
4,914
+500
+11% +$24.9K 0.07% 247
2025
Q1 		$223K Buy
4,414
+213
+5% +$10.9K 0.07% 249
2024
Q4 		$214K Buy
+4,201
New +$216K 0.07% 257

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

Triumph Capital Management's FMB Position: Q1 2026 in Review

Triumph Capital Management increased its First Trust Managed Municipal ETF (FMB) stake by 51% in Q1 2026, buying an estimated $202K and bringing the position to 11,594 shares worth $587K. The position accounts for 0.12% of the portfolio, ranked #164.

Triumph Capital Management first reported a position in FMB in Q4 2024 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Triumph Capital Management held 11,594 shares of First Trust Managed Municipal ETF worth $587K as of Q1 2026.
  • Triumph Capital Management bought 3,930 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $202K.
  • First Trust Managed Municipal ETF made up 0.12% of Triumph Capital Management's portfolio in Q1 2026, its #164 holding.
  • Triumph Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 6 quarters since.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.