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

Visionary Wealth 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
Q1 		$214K Sell
4,222
-498
-11% -$25.6K 0.01% 601
2025
Q4 		$241K Sell
4,720
-28,560
-86% -$1.46M 0.01% 549
2025
Q3 		$1.69M Sell
33,280
-34,526
-51% -$1.73M 0.08% 217
2025
Q2 		$3.38M Sell
67,806
-4,158
-6% -$207K 0.17% 135
2025
Q1 		$3.63M Buy
71,964
+2,116
+3% +$108K 0.22% 120
2024
Q4 		$3.56M Buy
69,848
+10,549
+18% +$543K 0.21% 120
2024
Q3 		$3.08M Buy
59,299
+3,110
+6% +$161K 0.19% 124
2024
Q2 		$2.87M Sell
56,189
-1,263
-2% -$64.4K 0.19% 131
2024
Q1 		$2.95M Buy
57,452
+12,424
+28% +$639K 0.2% 128
2023
Q4 		$2.33M Sell
45,028
-2,598
-5% -$129K 0.17% 141
2023
Q3 		$2.33M Buy
47,626
+469
+1% +$23.6K 0.19% 130
2023
Q2 		$2.39M Buy
+47,157
New +$2.39M 0.19% 129
2022
Q3 		– Sell
-15,060
Closed -$762K – 419
2022
Q2 		$762K Sell
15,060
-42,513
-74% -$2.18M 0.07% 195
2022
Q1 		$3.06M Buy
57,573
+53,772
+1,415% +$2.96M 0.25% 101
2021
Q4 		$217K Buy
+3,801
New +$216K 0.02% 351

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

Visionary Wealth Advisors's FMB Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 11% in Q1 2026, selling an estimated $25.6K and leaving 4,222 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #601.

Visionary Wealth Advisors first reported a position in FMB in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.63M in Q1 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Visionary Wealth Advisors held 4,222 shares of First Trust Managed Municipal ETF worth $214K as of Q1 2026.
  • Visionary Wealth Advisors sold 498 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $25.6K.
  • First Trust Managed Municipal ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #601 holding.
  • Visionary Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 15 quarters since.
  • Visionary Wealth Advisors's First Trust Managed Municipal ETF position peaked at $3.63M in Q1 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.