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FMBFMB
31 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in FIRST TRUST MANAGED MUNICIPA

NewEdge Advisors, LLC holds 497,684 shares of FMB (FIRST TRUST MANAGED MUNICIPA), worth $25.6M as of 2026-Q2. The position was increased (+16.1% shares). FMB represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$25.6M

Current Shares

497,684

Total Value Change

+$24.5M

Total Shares Change

+478,374

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
497,684
+16.1%
$25.6M0.1%$51.21
33
2026-Q1
Increased
428,809
+5.7%
$21.7M0.1%$50.04
30
2025-Q4
Increased
405,841
+20.9%
$20.8M0.1%$50.06
34
2025-Q3
Decreased
335,681
-10.7%
$17M0.1%$49.21
0
2025-Q2
Decreased
375,894
-17.5%
$18.7M0.1%$47.93
0
2025-Q1
Increased
455,622
+45.6%
$23M0.1%$48.10
46
2024-Q4
Increased
312,954
+2.0%
$16M0.1%$48.26
29
2024-Q3
Increased
306,656
+29.6%
$15.9M0.1%$48.76
42
2024-Q2
Increased
236,657
+39.3%
$12.1M0.1%$47.53
37
2024-Q1
Increased
169,895
+12.8%
$8.7M0.1%$47.43
31
2023-Q4
Increased
150,635
+8.9%
$7.7M0.1%$47.34
30
2023-Q3
Increased
138,323
+14.6%
$6.8M0.1%$44.44
31
2023-Q2
Increased
120,704
+28.5%
$6.1M0.1%$45.72
34
2023-Q1
Increased
93,949
+59.7%
$4.8M0.1%$45.61
39
2022-Q4
Increased
58,816
+71.1%
$1.3M0.0%$44.53
38
2022-Q3
Increased
34,373
+35.9%
$1.7M0.0%$42.98
33
2022-Q2
Decreased
25,286
-27.3%
$1.3M0.0%$44.36
0
2022-Q1
Decreased
34,779
-27.5%
$1.8M0.0%$46.25
0
2021-Q4
Increased
47,971
+86.2%
$2.7M0.0%$49.42
41
2021-Q3
Increased
25,768
+19.7%
$1.5M0.0%$49.01
30
2021-Q2
Increased
21,521
+5.4%
$1.2M0.0%$49.21
27
2021-Q1
Decreased
20,412
-7.3%
$1.2M0.0%$48.24
0
2020-Q4
Decreased
22,016
-23.9%
$1.2M0.0%$48.25
0
2020-Q3
Increased
28,917
+8.7%
$1.6M0.1%$47.04
28
2020-Q2
Decreased
26,612
-40.7%
$1.5M0.1%$46.28
0
2020-Q1
Increased
44,857
+36.0%
$2.4M0.1%$45.22
41
2019-Q4
Increased
32,994
+9.6%
$1.8M0.1%$46.19
28
2019-Q3
Increased
30,093
+19.2%
$1.7M0.1%$45.93
30
2019-Q2
Increased
25,239
+27.8%
$1.4M0.1%$45.00
32
2019-Q1
Increased
19,752
+2.3%
$1.1M0.1%$43.96
26
2018-Q4
New
19,310
-
$1M0.1%$42.67
35

Other major holders of FMB: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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