How many shares of FMB does OneDigital Investment Advisors LLC own?

As of 2026-Q2, OneDigital Investment Advisors LLC holds 782,447 shares of FMB (FIRST TRUST MANAGED MUNICIPA).

What is OneDigital Investment Advisors LLC's FMB position worth?

As of 2026-Q2, OneDigital Investment Advisors LLC's FMB position is worth $40.2M.

Is OneDigital Investment Advisors LLC buying or selling FMB?

In 2026-Q2, OneDigital Investment Advisors LLC increased their FMB position (+5.1% change in shares).

When did OneDigital Investment Advisors LLC first buy FMB?

Based on available 13F filings, OneDigital Investment Advisors LLC first reported a position in FMB in 2019-Q1. They have held the position across 30 quarters.

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OneDigital Investment Advisors LLC

FMB
30 quarters

Position history for OneDigital Investment Advisors LLC's holdings in FIRST TRUST MANAGED MUNICIPA

Current Value

$40.2M

Current Shares

782,447

Total Value Change

+$39.2M

Total Shares Change

+764,324

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	782,447	+5.1%	$40.2M	0.3%	$51.21	37
2026-Q1	Increased	744,427	+28.6%	$37.7M	0.4%	$50.04	43
2025-Q4	Increased	578,623	+3.6%	$29.6M	0.3%	$50.06	36
2025-Q3	Increased	558,418	+0.8%	$28.3M	0.3%	$49.21	35
2025-Q2	Increased	553,919	+30.0%	$27.6M	0.3%	$47.93	43
2025-Q1	Decreased	426,121	-2.4%	$21.5M	0.3%	$48.10	0
2024-Q4	Increased	436,357	+4.1%	$22.3M	0.3%	$48.26	36
2024-Q3	Increased	419,165	+5.0%	$21.8M	0.2%	$48.76	36
2024-Q2	Increased	399,248	+4.4%	$20.4M	0.3%	$47.53	36
2024-Q1	Increased	382,541	+10.2%	$19.6M	0.3%	$47.43	37
2023-Q4	Increased	347,087	+33.2%	$17.9M	0.3%	$47.34	43
2023-Q3	Decreased	260,646	-0.7%	$12.7M	0.3%	$44.44	0
2023-Q2	Increased	262,491	+13.8%	$13.3M	0.3%	$45.72	38
2023-Q1	Decreased	230,678	-7.9%	$11.7M	0.3%	$45.61	0
2022-Q4	Increased	250,422	+164.2%	$12.5M	0.4%	$44.53	54
2022-Q3	Increased	94,795	+147.5%	$4.6M	0.2%	$42.98	52
2022-Q2	Increased	38,295	+14.0%	$1.9M	0.1%	$44.36	29
2022-Q1	Increased	33,585	+1.9%	$1.8M	0.1%	$46.25	26
2021-Q4	Increased	32,955	+3.7%	$1.9M	0.1%	$49.42	27
2021-Q3	Decreased	31,787	-10.2%	$1.8M	0.1%	$49.01	0
2021-Q2	Decreased	35,392	-8.0%	$2M	0.1%	$49.21	0
2021-Q1	Decreased	38,449	-4.1%	$2.2M	0.1%	$48.24	0
2020-Q4	Increased	40,102	+3.5%	$2.3M	0.1%	$48.25	32
2020-Q3	Increased	38,750	+4.4%	$2.2M	0.1%	$47.04	32
2020-Q2	Increased	37,118	+12.5%	$2M	0.1%	$46.28	35
2020-Q1	Increased	32,990	+91.0%	$1.8M	0.2%	$45.22	49
2019-Q4	Increased	17,277	+11.9%	$960,000	0.1%	$46.19	28
2019-Q3	Increased	15,434	+13.4%	$858,000	0.1%	$45.93	28
2019-Q2	Decreased	13,607	-24.9%	$745,000	0.1%	$45.00	0
2019-Q1	New	18,123	-	$976,000	0.1%	$43.96	41

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

FMB30 quarters

FMB
30 quarters