Truist Financial
FMB icon

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

Truist Financial’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 		$22.4M Buy
430,414
+19,188
+5% +$986K 0.03% 387
2025
Q4 		$21M Sell
411,226
-8,133
-2% -$416K 0.03% 400
2025
Q3 		$21.3M Buy
419,359
+47,919
+13% +$2.39M 0.03% 395
2025
Q2 		$18.5M Buy
371,440
+44,362
+14% +$2.21M 0.03% 421
2025
Q1 		$16.5M Buy
327,078
+7,368
+2% +$376K 0.03% 432
2024
Q4 		$16.3M Buy
319,710
+6,564
+2% +$338K 0.03% 441
2024
Q3 		$16.3M Buy
313,146
+23,394
+8% +$1.21M 0.03% 449
2024
Q2 		$14.8M Buy
289,752
+5,387
+2% +$275K 0.02% 476
2024
Q1 		$14.6M Buy
284,365
+6,915
+2% +$356K 0.02% 505
2023
Q4 		$14.3M Buy
277,450
+12,445
+5% +$619K 0.02% 500
2023
Q3 		$13M Buy
265,005
+15,573
+6% +$782K 0.02% 511
2023
Q2 		$12.6M Buy
249,432
+9,053
+4% +$459K 0.02% 517
2023
Q1 		$12.2M Sell
240,379
-14,039
-6% -$714K 0.02% 521
2022
Q4 		$12.7M Sell
254,418
-69,501
-21% -$3.45M 0.02% 489
2022
Q3 		$15.8M Buy
323,919
+27,410
+9% +$1.39M 0.03% 421
2022
Q2 		$15M Buy
296,509
+213,627
+258% +$10.9M 0.03% 459
2022
Q1 		$4.4M Sell
82,882
-9,642
-10% -$531K 0.01% 926
2021
Q4 		$5.27M Buy
92,524
+22,124
+31% +$1.26M 0.01% 869
2021
Q3 		$4M Sell
70,400
-35,657
-34% -$2.05M 0.01% 972
2021
Q2 		$6.08M Buy
106,057
+45,998
+77% +$2.62M 0.01% 806
2021
Q1 		$3.39M Buy
60,059
+1,066
+2% +$60.4K 0.01% 1004
2020
Q4 		$3.35M Buy
58,993
+6,599
+13% +$370K 0.01% 972
2020
Q3 		$2.91M Buy
52,394
+8,676
+20% +$484K 0.01% 927
2020
Q2 		$2.4M Buy
43,718
+23,251
+114% +$1.25M 0.01% 956
2020
Q1 		$1.11M Buy
20,467
+4,209
+26% +$234K ﹤0.01% 1225
2019
Q4 		$903K Buy
+16,258
New +$902K ﹤0.01% 1495

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

Truist Financial's FMB Position: Q1 2026 in Review

Truist Financial increased its First Trust Managed Municipal ETF (FMB) stake by 4.7% in Q1 2026, buying an estimated $986K and bringing the position to 430,414 shares worth $22.4M. The position accounts for 0.03% of the portfolio, ranked #387.

Truist Financial first reported a position in FMB in Q4 2019 and has held it in 26 quarters since. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Truist Financial held 430,414 shares of First Trust Managed Municipal ETF worth $22.4M as of Q1 2026.
  • Truist Financial bought 19,188 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $986K.
  • First Trust Managed Municipal ETF made up 0.03% of Truist Financial's portfolio in Q1 2026, its #387 holding.
  • Truist Financial first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 26 quarters since.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.