WIM
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Westside Investment Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Westside Investment Management’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 		$3.64M Sell
70,950
-2,009
-3% -$103K 0.48% 51
2026
Q1 		$3.7M Buy
72,959
+4,700
+7% +$242K 0.57% 42
2025
Q4 		$3.49M Sell
68,259
-600
-0.9% -$30.7K 0.56% 47
2025
Q3 		$3.49M Buy
68,859
+500
+0.7% +$25K 0.56% 46
2025
Q2 		$3.41M Buy
68,359
+3,100
+5% +$154K 0.63% 40
2025
Q1 		$3.29M Buy
65,259
+3,183
+5% +$162K 0.7% 39
2024
Q4 		$3.17M Sell
62,076
-1,366
-2% -$70.3K 0.67% 36
2024
Q3 		$3.29M Buy
63,442
+343
+0.5% +$17.7K 0.7% 38
2024
Q2 		$3.22M Sell
63,099
-1,167
-2% -$59.5K 0.74% 32
2024
Q1 		$3.3M Sell
64,266
-1,050
-2% -$54K 0.79% 31
2023
Q4 		$3.37M Sell
65,316
-234
-0.4% -$11.6K 0.86% 29
2023
Q3 		$3.2M Buy
65,550
+400
+0.6% +$20.1K 0.92% 26
2023
Q2 		$3.3M Buy
65,150
+1,200
+2% +$60.9K 0.93% 25
2023
Q1 		$3.26M Buy
63,950
+3,600
+6% +$183K 0.96% 25
2022
Q4 		$128K Buy
60,350
+32,850
+119% +$1.63M 0.32% 78
2022
Q3 		$123K Buy
+27,500
New +$1.4M 0.29% 84

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

Westside Investment Management's FMB Position: Q2 2026 in Review

Westside Investment Management reduced its First Trust Managed Municipal ETF (FMB) stake by 2.8% in Q2 2026, selling an estimated $103K and leaving 70,950 shares worth $3.64M. The position accounts for 0.48% of the portfolio, ranked #51.

Westside Investment Management first reported a position in FMB in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.7M in Q1 2026. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Westside Investment Management held 70,950 shares of First Trust Managed Municipal ETF worth $3.64M as of Q2 2026.
  • Westside Investment Management sold 2,009 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $103K.
  • First Trust Managed Municipal ETF made up 0.48% of Westside Investment Management's portfolio in Q2 2026, its #51 holding.
  • Westside Investment Management first reported a position in First Trust Managed Municipal ETF in Q3 2022 and has held it in 16 quarters since.
  • Westside Investment Management's First Trust Managed Municipal ETF position peaked at $3.7M in Q1 2026.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.