VestGen Advisors
FMB icon

VestGen Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

VestGen Advisors’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
Q2 		– Sell
-6,324
Closed -$323K – 1113
2026
Q1 		$323K Buy
6,324
+390
+7% +$20K 0.01% 812
2025
Q4 		$303K Sell
5,934
-6,807
-53% -$348K 0.01% 599
2025
Q3 		$646K Hold
12,741
– – 0.02% 439
2025
Q2 		$634K Buy
12,741
+45
+0.4% +$2.24K 0.03% 387
2025
Q1 		$640K Buy
+12,696
New +$648K 0.03% 352

Other funds holding FMB

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

VestGen Advisors's FMB Position: Q2 2026 in Review

VestGen Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q2 2026, closing a stake of 6,324 shares — an estimated $323K sold.

VestGen Advisors first reported a position in FMB in Q1 2025 and held it in 5 quarters. The position peaked at $646K in Q3 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • VestGen Advisors reported no remaining First Trust Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • VestGen Advisors sold 6,324 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $323K.
  • VestGen Advisors first reported a position in First Trust Managed Municipal ETF in Q1 2025 and held it in 5 quarters.
  • VestGen Advisors's First Trust Managed Municipal ETF position peaked at $646K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.