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 Q2	$426K	Hold	8,410	–	–	0.01%	1027
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 $1.89T 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

World Investment Advisors's FMB Position: Q2 2026 in Review

World Investment Advisors held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 8,410 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #1027.

World Investment Advisors first reported a position in FMB in Q4 2019 and has held it in 21 quarters since. The position peaked at $455K in Q4 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

World Investment Advisors held 8,410 shares of First Trust Managed Municipal ETF worth $426K as of Q2 2026.
World Investment Advisors left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Managed Municipal ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1027 holding.
World Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 21 quarters since.
World Investment Advisors's First Trust Managed Municipal ETF position peaked at $455K in Q4 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.