Wheelhouse Advisory Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Wheelhouse Advisory Group’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	$249K	Sell	4,922 -261	-5%	-$13.4K	0.08%	45
2025 Q4	$265K	Sell	5,183 -1,040	-17%	-$53.2K	0.1%	42
2025 Q3	$316K	Sell	6,223 -422	-6%	-$21.1K	0.14%	38
2025 Q2	$331K	Sell	6,645 -319	-5%	-$15.9K	0.16%	34
2025 Q1	$351K	Sell	6,964 -596	-8%	-$30.4K	0.2%	36
2024 Q4	$386K	Sell	7,560 -1,255	-14%	-$64.5K	0.23%	35
2024 Q3	$458K	Sell	8,815 -233	-3%	-$12K	0.29%	32
2024 Q2	$462K	Sell	9,048 -953	-10%	-$48.6K	0.33%	28
2024 Q1	$514K	Sell	10,001 -1,282	-11%	-$66K	0.39%	23
2023 Q4	$583K	Buy	+11,283	New	+$561K	0.51%	20

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wheelhouse Advisory Group's FMB Position: Q1 2026 in Review

Wheelhouse Advisory Group reduced its First Trust Managed Municipal ETF (FMB) stake by 5% in Q1 2026, selling an estimated $13.4K and leaving 4,922 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #45.

Wheelhouse Advisory Group first reported a position in FMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $583K in Q4 2023. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Wheelhouse Advisory Group held 4,922 shares of First Trust Managed Municipal ETF worth $249K as of Q1 2026.
Wheelhouse Advisory Group sold 261 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $13.4K.
First Trust Managed Municipal ETF made up 0.08% of Wheelhouse Advisory Group's portfolio in Q1 2026, its #45 holding.
Wheelhouse Advisory Group first reported a position in First Trust Managed Municipal ETF in Q4 2023 and has held it in 10 quarters since.
Wheelhouse Advisory Group's First Trust Managed Municipal ETF position peaked at $583K in Q4 2023.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.