UBS Group’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $96.5M | Buy |
1,904,095
+67,127
| +4% | +$3.45M | 0.01% | 1079 |
|
|
2025
Q4 | $93.9M | Buy |
1,836,968
+38,553
| +2% | +$1.97M | 0.02% | 1066 |
|
|
2025
Q3 | $91.2M | Buy |
1,798,415
+20,689
| +1% | +$1.03M | 0.01% | 1102 |
|
|
2025
Q2 | $88.6M | Buy |
1,777,726
+30,353
| +2% | +$1.51M | 0.02% | 1052 |
|
|
2025
Q1 | $88.1M | Buy |
1,747,373
+25,933
| +2% | +$1.32M | 0.02% | 1010 |
|
|
2024
Q4 | $87.8M | Buy |
1,721,440
+51,260
| +3% | +$2.64M | 0.02% | 1004 |
|
|
2024
Q3 | $86.8M | Buy |
1,670,180
+11,184
| +0.7% | +$577K | 0.02% | 807 |
|
|
2024
Q2 | $84.7M | Buy |
1,658,996
+43,424
| +3% | +$2.22M | 0.02% | 723 |
|
|
2024
Q1 | $83M | Sell |
1,615,572
-150,473
| -9% | -$7.74M | 0.02% | 744 |
|
|
2023
Q4 | $91.2M | Sell |
1,766,045
-483,347
| -21% | -$24M | 0.03% | 620 |
|
|
2023
Q3 | $110M | Buy |
2,249,392
+80,201
| +4% | +$4.03M | 0.04% | 465 |
|
|
2023
Q2 | $110M | Buy |
2,169,191
+42,648
| +2% | +$2.16M | 0.04% | 454 |
|
|
2023
Q1 | $108M | Sell |
2,126,543
-62,309
| -3% | -$3.17M | 0.04% | 433 |
|
|
2022
Q4 | $110M | Buy |
2,188,852
+826,679
| +61% | +$41M | 0.04% | 453 |
|
|
2022
Q3 | $66.4M | Buy |
1,362,173
+61,889
| +5% | +$3.14M | 0.03% | 572 |
|
|
2022
Q2 | $65.8M | Sell |
1,300,284
-801,187
| -38% | -$41.1M | 0.03% | 598 |
|
|
2022
Q1 | $112M | Buy |
2,101,471
+279,580
| +15% | +$15.4M | 0.04% | 484 |
|
|
2021
Q4 | $104M | Sell |
1,821,891
-69,750
| -4% | -$3.96M | 0.03% | 584 |
|
|
2021
Q3 | $107M | Sell |
1,891,641
-12,285
| -0.6% | -$705K | 0.03% | 509 |
|
|
2021
Q2 | $109M | Sell |
1,903,926
-72,652
| -4% | -$4.15M | 0.04% | 487 |
|
|
2021
Q1 | $112M | Buy |
1,976,578
+408,472
| +26% | +$23.2M | 0.04% | 465 |
|
|
2020
Q4 | $89M | Buy |
1,568,106
+11,896
| +0.8% | +$666K | 0.03% | 522 |
|
|
2020
Q3 | $86.5M | Sell |
1,556,210
-32,711
| -2% | -$1.82M | 0.03% | 445 |
|
|
2020
Q2 | $87.4M | Buy |
1,588,921
+64,345
| +4% | +$3.46M | 0.04% | 411 |
|
|
2020
Q1 | $82.4M | Sell |
1,524,576
-70,099
| -4% | -$3.9M | 0.04% | 402 |
|
|
2019
Q4 | $88.6M | Buy |
1,594,675
+65,512
| +4% | +$3.63M | 0.03% | 495 |
|
|
2019
Q3 | $85M | Buy |
1,529,163
+278,333
| +22% | +$15.4M | 0.03% | 458 |
|
|
2019
Q2 | $68.5M | Buy |
1,250,830
+359,422
| +40% | +$19.5M | 0.03% | 530 |
|
|
2019
Q1 | $48M | Sell |
891,408
-49,182
| -5% | -$2.61M | 0.02% | 650 |
|
|
2018
Q4 | $49.5M | Buy |
940,590
+251,447
| +36% | +$13.1M | 0.02% | 596 |
|
|
2018
Q3 | $36M | Buy |
689,143
+193,681
| +39% | +$10.2M | 0.01% | 839 |
|
|
2018
Q2 | $26.1M | Buy |
495,462
+362,338
| +272% | +$19M | 0.01% | 1006 |
|
|
2018
Q1 | $7M | Buy |
133,124
+58,635
| +79% | +$3.1M | ﹤0.01% | 2007 |
|
|
2017
Q4 | $3.99M | Buy |
74,489
+53,262
| +251% | +$2.84M | ﹤0.01% | 2570 |
|
|
2017
Q3 | $1.13M | Buy |
21,227
+17,575
| +481% | +$935K | ﹤0.01% | 3608 |
|
|
2017
Q2 | $193K | Buy |
3,652
+3,586
| +5,433% | +$188K | ﹤0.01% | 4766 |
|
|
2017
Q1 | $3K | Buy |
+66
| New | +$3.4K | ﹤0.01% | 7172 |
|
|
2016
Q4 | – | Sell |
-1,315
| Closed | -$71K | – | 7848 |
|
|
2016
Q3 | $71K | Buy |
+1,315
| New | +$71.1K | ﹤0.01% | 5225 |
|
|
2015
Q4 | – | Sell |
-389
| Closed | -$20K | – | 8419 |
|
|
2015
Q3 | $20K | Buy |
+389
| New | +$19.9K | ﹤0.01% | 6693 |
|
|
2015
Q2 | – | Sell |
-1,077
| Closed | -$56K | – | 8602 |
|
|
2015
Q1 | $56K | Buy |
+1,077
| New | +$56K | ﹤0.01% | 5933 |
|
Other funds holding FMB
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UBS Group's FMB Position: Q1 2026 in Review
UBS Group increased its First Trust Managed Municipal ETF (FMB) stake by 3.7% in Q1 2026, buying an estimated $3.45M and bringing the position to 1,904,095 shares worth $96.5M. The position accounts for 0.01% of the portfolio, ranked #1079.
UBS Group first reported a position in FMB in Q1 2015 and has held it in 40 quarters since. The position peaked at $112M in Q1 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.
- UBS Group held 1,904,095 shares of First Trust Managed Municipal ETF worth $96.5M as of Q1 2026.
- UBS Group bought 67,127 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $3.45M.
- First Trust Managed Municipal ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1079 holding.
- UBS Group first reported a position in First Trust Managed Municipal ETF in Q1 2015 and has held it in 40 quarters since.
- UBS Group's First Trust Managed Municipal ETF position peaked at $112M in Q1 2021.
- 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.