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

Waverly 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 		$3.22M Buy
63,519
+16,467
+35% +$846K 0.02% 527
2025
Q4 		$2.41M Sell
47,052
-7,868
-14% -$402K 0.02% 559
2025
Q3 		$2.78M Hold
54,920
– – 0.03% 439
2025
Q2 		$2.74M Hold
54,920
– – 0.03% 428
2025
Q1 		$2.77M Buy
+54,920
New +$2.8M 0.03% 408

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

Waverly Advisors's FMB Position: Q1 2026 in Review

Waverly Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 35% in Q1 2026, buying an estimated $846K and bringing the position to 63,519 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #527.

Waverly Advisors first reported a position in FMB in Q1 2025 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Waverly Advisors held 63,519 shares of First Trust Managed Municipal ETF worth $3.22M as of Q1 2026.
  • Waverly Advisors bought 16,467 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $846K.
  • First Trust Managed Municipal ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #527 holding.
  • Waverly Advisors first reported a position in First Trust Managed Municipal ETF in Q1 2025 and has held it in 5 quarters since.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.