Cornerstone Planning Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Cornerstone Planning 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 Q1	$54.6K	Buy	1,070 +14	+1%	+$720	0.01%	379
2025 Q4	$54.2K	Buy	1,056 +9	+0.9%	+$460	0.01%	326
2025 Q3	$53.6K	Buy	1,047 +6	+0.6%	+$300	0.01%	328
2025 Q2	$51.8K	Buy	1,041 +12	+1%	+$597	0.01%	236
2025 Q1	$50.9K	Sell	1,029 -447	-30%	-$22.8K	0.01%	236
2024 Q4	$75.4K	Buy	1,476 +12	+0.8%	+$617	0.02%	138
2024 Q3	$74.8K	Buy	1,464 +4	+0.3%	+$207	0.02%	137
2024 Q2	$75.8K	Buy	+1,460	New	+$74.5K	0.02%	156

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cornerstone Planning Group's FMB Position: Q1 2026 in Review

Cornerstone Planning Group increased its First Trust Managed Municipal ETF (FMB) stake by 1.3% in Q1 2026, buying an estimated $720 and bringing the position to 1,070 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #379.

Cornerstone Planning Group first reported a position in FMB in Q2 2024 and has held it in 8 quarters since. The position peaked at $75.8K in Q2 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Cornerstone Planning Group held 1,070 shares of First Trust Managed Municipal ETF worth $54.6K as of Q1 2026.
Cornerstone Planning Group bought 14 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $720.
First Trust Managed Municipal ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #379 holding.
Cornerstone Planning Group first reported a position in First Trust Managed Municipal ETF in Q2 2024 and has held it in 8 quarters since.
Cornerstone Planning Group's First Trust Managed Municipal ETF position peaked at $75.8K in Q2 2024.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.