Brookstone Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Brookstone Capital 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 Q3	$852K	Sell	17,801 -1,707	-9%	-$85.5K	0.01%	757
2026 Q2	$1M	Buy	19,508 +2,708	+16%	+$138K	0.01%	696
2026 Q1	$851K	Buy	16,800 +8,673	+107%	+$446K	0.01%	699
2025 Q4	$416K	Buy	+8,127	New	+$415K	﹤0.01%	895

Other funds holding FMB

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Brookstone Capital Management's FMB Position: Q3 2026 in Review

Brookstone Capital Management reduced its First Trust Managed Municipal ETF (FMB) stake by 8.8% in Q3 2026, selling an estimated $85.5K and leaving 17,801 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #757.

Brookstone Capital Management first reported a position in FMB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1M in Q2 2026. 75 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

Brookstone Capital Management held 17,801 shares of First Trust Managed Municipal ETF worth $852K as of Q3 2026.
Brookstone Capital Management sold 1,707 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $85.5K.
First Trust Managed Municipal ETF made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #757 holding.
Brookstone Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2025 and has held it in 4 quarters since.
Brookstone Capital Management's First Trust Managed Municipal ETF position peaked at $1M in Q2 2026.
75 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.