ABLE Financial Group
FMB icon

ABLE Financial Group’s First Trust Managed Municipal ETF FMB Stock Holding History

ABLE Financial 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
Q3 		$3.76M Buy
78,541
+13,712
+21% +$687K 0.59% 44
2026
Q2 		$3.33M Buy
64,829
+13,517
+26% +$691K 0.56% 47
2026
Q1 		$2.6M Buy
51,312
+1,165
+2% +$59.9K 0.51% 51
2025
Q4 		$2.56M Buy
50,147
+2,569
+5% +$131K 0.52% 44
2025
Q3 		$2.41M Sell
47,578
-19,058
-29% -$952K 0.52% 42
2025
Q2 		$3.32M Sell
66,636
-9,394
-12% -$467K 0.8% 32
2025
Q1 		$3.83M Buy
76,030
+3,766
+5% +$192K 1.08% 26
2024
Q4 		$3.69M Buy
72,264
+19,269
+36% +$991K 1.09% 28
2024
Q3 		$2.75M Buy
52,995
+9,416
+22% +$486K 0.85% 28
2024
Q2 		$2.23M Sell
43,579
-8,373
-16% -$427K 0.8% 28
2024
Q1 		$2.67M Sell
51,952
-1,404
-3% -$72.3K 1.05% 24
2023
Q4 		$2.76M Buy
53,356
+42,510
+392% +$2.11M 1.19% 23
2023
Q3 		$530K Buy
10,846
+4,435
+69% +$223K 0.26% 69
2023
Q2 		$325K Buy
+6,411
New +$325K 0.17% 101

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CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

ABLE Financial Group's FMB Position: Q3 2026 in Review

ABLE Financial Group increased its First Trust Managed Municipal ETF (FMB) stake by 21% in Q3 2026, buying an estimated $687K and bringing the position to 78,541 shares worth $3.76M. The position accounts for 0.59% of the portfolio, ranked #44.

ABLE Financial Group first reported a position in FMB in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.83M in Q1 2025. 49 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • ABLE Financial Group held 78,541 shares of First Trust Managed Municipal ETF worth $3.76M as of Q3 2026.
  • ABLE Financial Group bought 13,712 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $687K.
  • First Trust Managed Municipal ETF made up 0.59% of ABLE Financial Group's portfolio in Q3 2026, its #44 holding.
  • ABLE Financial Group first reported a position in First Trust Managed Municipal ETF in Q2 2023 and has held it in 14 quarters since.
  • ABLE Financial Group's First Trust Managed Municipal ETF position peaked at $3.83M in Q1 2025.
  • 49 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.