Wealthspire Advisors (New York)’s First Trust Managed Municipal ETF FMB Stock Holding History

Wealthspire Advisors (New York)’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	$12.6M	Buy	+245,248	New	+$12.5M	0.07%	155

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

Wealthspire Advisors (New York)'s FMB Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2026: 245,248 shares worth $12.6M. The stake represents 0.07% of the portfolio and ranks #155 among its holdings.

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

Wealthspire Advisors (New York) held 245,248 shares of First Trust Managed Municipal ETF worth $12.6M as of Q2 2026.
First Trust Managed Municipal ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
First Trust Managed Municipal ETF made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #155 holding.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.