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

World Investment 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	$426K	Buy	8,410 +302	+4%	+$15.5K	0.01%	1065
2025 Q4	$415K	Sell	8,108 -287	-3%	-$14.7K	0.01%	1015
2025 Q3	$426K	Sell	8,395 -516	-6%	-$25.8K	0.01%	849
2025 Q2	$444K	Buy	8,911 +85	+1%	+$4.23K	0.01%	779
2025 Q1	$445K	Sell	8,826 -88	-1%	-$4.49K	0.01%	726
2024 Q4	$455K	Buy	+8,914	New	+$458K	0.01%	687
2023 Q2	–	Sell	-4,425	Closed	-$225K	–	266
2023 Q1	$225K	Hold	4,425	–	–	0.05%	212
2022 Q4	$222K	Hold	4,425	–	–	0.05%	212
2022 Q3	$216K	Hold	4,425	–	–	0.05%	215
2022 Q2	$230K	Hold	4,425	–	–	0.05%	235
2022 Q1	$235K	Hold	4,425	–	–	0.05%	231
2021 Q4	$244K	Hold	4,425	–	–	0.05%	231
2021 Q3	$251K	Hold	4,425	–	–	0.06%	212
2021 Q2	$253K	Hold	4,425	–	–	0.06%	212
2021 Q1	$252K	Hold	4,425	–	–	0.06%	194
2020 Q4	$254K	Hold	4,425	–	–	0.06%	186
2020 Q3	$246K	Hold	4,425	–	–	0.08%	141
2020 Q2	$249K	Hold	4,425	–	–	0.09%	131
2020 Q1	$239K	Hold	4,425	–	–	0.11%	109
2019 Q4	$246K	Buy	+4,425	New	+$245K	0.1%	131

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

World Investment Advisors's FMB Position: Q1 2026 in Review

World Investment Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 3.7% in Q1 2026, buying an estimated $15.5K and bringing the position to 8,410 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #1065.

World Investment Advisors first reported a position in FMB in Q4 2019 and has held it in 20 quarters since. The position peaked at $455K in Q4 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

World Investment Advisors held 8,410 shares of First Trust Managed Municipal ETF worth $426K as of Q1 2026.
World Investment Advisors bought 302 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $15.5K.
First Trust Managed Municipal ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1065 holding.
World Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 20 quarters since.
World Investment Advisors's First Trust Managed Municipal ETF position peaked at $455K in Q4 2024.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.