Vise Technologies’s First Trust Managed Municipal ETF FMB Stock Holding History

Vise Technologies’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	$8.73M	Buy	+169,893	New	+$8.69M	0.1%	170

Other funds holding FMB

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Vise Technologies's FMB Position: Q2 2026 in Review

Vise Technologies opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2026: 169,893 shares worth $8.73M. The stake represents 0.1% of the portfolio and ranks #170 among its holdings.

307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Vise Technologies held 169,893 shares of First Trust Managed Municipal ETF worth $8.73M as of Q2 2026.
First Trust Managed Municipal ETF was a new Vise Technologies position in Q2 2026.
First Trust Managed Municipal ETF made up 0.1% of Vise Technologies's portfolio in Q2 2026, its #170 holding.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.