CoreCap Advisors
FMB icon

CoreCap Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

CoreCap Advisors’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 		$422K Buy
8,826
+940
+12% +$47.1K 0.01% 593
2026
Q2 		$405K Buy
7,886
+2,605
+49% +$133K 0.01% 608
2026
Q1 		$268K Buy
5,281
+730
+16% +$37.5K 0.01% 700
2025
Q4 		$233K Buy
4,551
+3,185
+233% +$163K 0.01% 745
2025
Q3 		$69.3K Hold
1,366
– – ﹤0.01% 1180
2025
Q2 		$68.1K Buy
1,366
+1,298
+1,909% +$64.6K ﹤0.01% 1113
2025
Q1 		$3.43K Sell
68
-243
-78% -$12.4K ﹤0.01% 2197
2024
Q4 		$15.9K Hold
311
– – ﹤0.01% 1614
2024
Q3 		$16.2K Hold
311
– – ﹤0.01% 1629
2024
Q2 		$15.9K Hold
311
– – ﹤0.01% 969
2024
Q1 		$16K Buy
+311
New +$16K ﹤0.01% 1578
2022
Q4 		$21.1K Buy
+422
New +$20.9K ﹤0.01% 1281
2022
Q3 		– Sell
-444
Closed -$22K – 1066
2022
Q2 		$22K Buy
+444
New +$22.8K ﹤0.01% 1210
2022
Q1 		– Sell
-329
Closed -$19K – 1069
2021
Q4 		$19K Buy
+329
New +$18.7K ﹤0.01% 1344

Other funds holding FMB

RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
ARWA LLC
ARWA LLC Fort Worth, Texas $272M AUM 11.43% 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
Midwest Financial Group
Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

CoreCap Advisors's FMB Position: Q3 2026 in Review

CoreCap Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 12% in Q3 2026, buying an estimated $47.1K and bringing the position to 8,826 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #593.

CoreCap Advisors first reported a position in FMB in Q4 2021 and has held it in 14 quarters since. 67 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • CoreCap Advisors held 8,826 shares of First Trust Managed Municipal ETF worth $422K as of Q3 2026.
  • CoreCap Advisors bought 940 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $47.1K.
  • First Trust Managed Municipal ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #593 holding.
  • CoreCap Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 14 quarters since.
  • 67 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.