Tucker Asset Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Tucker Asset 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	–	Sell	-1,062	Closed	-$54.3K	–	613
2025 Q4	$54.3K	Buy	+1,062	New	+$54.3K	0.02%	284
2025 Q1	–	Sell	-589	Closed	-$30K	–	530
2024 Q4	$30K	Buy	589 +532	+933%	+$27.4K	﹤0.01%	460
2024 Q3	$2.96K	Hold	57	–	–	﹤0.01%	1073
2024 Q2	$2.91K	Sell	57 -194	-77%	-$9.9K	﹤0.01%	1220
2024 Q1	$12.9K	Sell	251 -124	-33%	-$6.38K	﹤0.01%	783
2023 Q4	$19.4K	Hold	375	–	–	﹤0.01%	541
2023 Q3	$18.3K	Buy	+375	New	+$18.8K	﹤0.01%	517
2022 Q2	–	Sell	-1,778	Closed	-$94.3K	–	658
2022 Q1	$94.3K	Buy	+1,778	New	+$97.9K	0.03%	48
2021 Q2	–	Sell	-355	Closed	-$20K	–	351
2021 Q1	$20K	Hold	355	–	–	0.01%	140
2020 Q4	$20.1K	Buy	+355	New	+$19.9K	0.01%	142

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Tucker Asset Management's FMB Position: Q1 2026 in Review

Tucker Asset Management sold out of First Trust Managed Municipal ETF (FMB) in Q1 2026, closing a stake of 1,062 shares — an estimated $54.3K sold.

Tucker Asset Management first reported a position in FMB in Q4 2020 and held it in 10 quarters. The position peaked at $94.3K in Q1 2022. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Tucker Asset Management reported no remaining First Trust Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 1,062 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $54.3K.
Tucker Asset Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 10 quarters.
Tucker Asset Management's First Trust Managed Municipal ETF position peaked at $94.3K in Q1 2022.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.