WIP
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WealthCare Investment Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

WealthCare Investment Partners’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 		$3.03M Buy
59,000
+565
+1% +$28.9K 0.74% 40
2026
Q1 		$2.96M Buy
58,435
+1,998
+4% +$103K 0.82% 34
2025
Q4 		$2.89M Buy
56,437
+2,660
+5% +$136K 0.84% 31
2025
Q3 		$2.73M Buy
53,777
+3,216
+6% +$161K 0.89% 29
2025
Q2 		$2.52M Buy
50,561
+1,033
+2% +$51.4K 0.91% 30
2025
Q1 		$2.44M Buy
49,528
+712
+1% +$36.3K 1.04% 30
2024
Q4 		$2.49M Buy
48,816
+274
+0.6% +$14.1K 1.09% 29
2024
Q3 		$2.51M Buy
48,542
+27
+0.1% +$1.39K 1.1% 28
2024
Q2 		$2.48M Buy
48,515
+594
+1% +$30.3K 1.15% 27
2024
Q1 		$2.46M Sell
47,921
-183
-0.4% -$9.42K 1.19% 25
2023
Q4 		$2.49M Buy
48,104
+327
+0.7% +$16.3K 1.36% 21
2023
Q3 		$2.33M Buy
47,777
+611
+1% +$30.7K 1.42% 19
2023
Q2 		$2.39M Buy
47,166
+12,242
+35% +$621K 1.43% 19
2023
Q1 		$1.78M Buy
34,924
+23,787
+214% +$1.21M 1.08% 25
2022
Q4 		$558K Sell
11,137
-19,292
-63% -$956K 0.38% 64
2022
Q3 		$1.48M Buy
30,429
+1,098
+4% +$55.8K 1.23% 21
2022
Q2 		$1.48M Buy
29,331
+14,118
+93% +$723K 1.27% 20
2022
Q1 		$796K Buy
15,213
+4,642
+44% +$256K 0.71% 41
2021
Q4 		$602K Buy
+10,571
New +$600K 0.58% 44

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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WealthCare Investment Partners's FMB Position: Q2 2026 in Review

WealthCare Investment Partners increased its First Trust Managed Municipal ETF (FMB) stake by 0.97% in Q2 2026, buying an estimated $28.9K and bringing the position to 59,000 shares worth $3.03M. The position accounts for 0.74% of the portfolio, ranked #40.

WealthCare Investment Partners first reported a position in FMB in Q4 2021 and has held it in 19 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • WealthCare Investment Partners held 59,000 shares of First Trust Managed Municipal ETF worth $3.03M as of Q2 2026.
  • WealthCare Investment Partners bought 565 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $28.9K.
  • First Trust Managed Municipal ETF made up 0.74% of WealthCare Investment Partners's portfolio in Q2 2026, its #40 holding.
  • WealthCare Investment Partners first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 19 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.