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BCGM Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

BCGM Wealth Management’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 		$7.59M Buy
147,834
+9,814
+7% +$502K 1.61% 11
2026
Q1 		$6.99M Buy
138,020
+16,267
+13% +$836K 1.76% 12
2025
Q4 		$6.23M Sell
121,753
-2,511
-2% -$128K 1.59% 14
2025
Q3 		$6.3M Buy
124,264
+951
+0.8% +$47.5K 1.64% 14
2025
Q2 		$6.14M Buy
123,313
+6,568
+6% +$327K 1.73% 11
2025
Q1 		$5.89M Sell
116,745
-4,028
-3% -$205K 1.81% 10
2024
Q4 		$6.16M Buy
120,773
+13,574
+13% +$698K 1.95% 10
2024
Q3 		$5.57M Buy
107,199
+5,885
+6% +$304K 1.81% 12
2024
Q2 		$5.17M Buy
101,314
+2,714
+3% +$138K 1.79% 12
2024
Q1 		$5.06M Sell
98,600
-373
-0.4% -$19.2K 1.82% 12
2023
Q4 		$5.11M Sell
98,973
-10,207
-9% -$508K 2.08% 12
2023
Q3 		$5.34M Sell
109,180
-9,063
-8% -$455K 2.45% 8
2023
Q2 		$5.99M Buy
118,243
+8,981
+8% +$455K 2.64% 9
2023
Q1 		$5.57M Sell
109,262
-1,504
-1% -$76.5K 2.81% 7
2022
Q4 		$5.55M Buy
110,766
+1,769
+2% +$87.7K 2.7% 9
2022
Q3 		$5.29M Buy
108,997
+28,379
+35% +$1.44M 2.64% 11
2022
Q2 		$4.18M Sell
80,618
-27,907
-26% -$1.43M 2.12% 11
2022
Q1 		$5.57M Buy
108,525
+1,521
+1% +$83.7K 3.03% 9
2021
Q4 		$6.1M Buy
107,004
+3,113
+3% +$177K 3.28% 6
2021
Q3 		$5.88M Buy
103,891
+17,038
+20% +$978K 3.27% 8
2021
Q2 		$5.01M Buy
86,853
+12,325
+17% +$703K 2.97% 12
2021
Q1 		$4.25M Buy
74,528
+16,829
+29% +$954K 2.91% 12
2020
Q4 		$3.31M Buy
+57,699
New +$3.23M 2.34% 12

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BCGM Wealth Management's FMB Position: Q2 2026 in Review

BCGM Wealth Management increased its First Trust Managed Municipal ETF (FMB) stake by 7.1% in Q2 2026, buying an estimated $502K and bringing the position to 147,834 shares worth $7.59M. The position accounts for 1.61% of the portfolio, ranked #11.

BCGM Wealth Management first reported a position in FMB in Q4 2020 and has held it in 23 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • BCGM Wealth Management held 147,834 shares of First Trust Managed Municipal ETF worth $7.59M as of Q2 2026.
  • BCGM Wealth Management bought 9,814 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $502K.
  • First Trust Managed Municipal ETF made up 1.61% of BCGM Wealth Management's portfolio in Q2 2026, its #11 holding.
  • BCGM Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 23 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.