TFP
FMB icon

TrueWealth Financial Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

TrueWealth Financial 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
Q1 		– Sell
-248,749
Closed -$12.7M – 82
2025
Q4 		$12.7M Buy
+248,749
New +$12.7M 10.5% 2

Other funds holding FMB

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

TrueWealth Financial Partners's FMB Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of First Trust Managed Municipal ETF (FMB) in Q1 2026, closing a stake of 248,749 shares — an estimated $12.7M sold.

TrueWealth Financial Partners first reported a position in FMB in Q4 2025 and held it in 1 quarter. The position peaked at $12.7M in Q4 2025. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining First Trust Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 248,749 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $12.7M.
  • TrueWealth Financial Partners first reported a position in First Trust Managed Municipal ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's First Trust Managed Municipal ETF position peaked at $12.7M in Q4 2025.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.