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 Q2	$33.4K	Sell	659 -411	-38%	-$21K	﹤0.01%	510
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cornerstone Planning Group's FMB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its First Trust Managed Municipal ETF (FMB) stake by 38% in Q2 2026, selling an estimated $21K and leaving 659 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Cornerstone Planning Group first reported a position in FMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $75.8K in Q2 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Cornerstone Planning Group held 659 shares of First Trust Managed Municipal ETF worth $33.4K as of Q2 2026.
Cornerstone Planning Group sold 411 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $21K.
First Trust Managed Municipal ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #510 holding.
Cornerstone Planning Group first reported a position in First Trust Managed Municipal ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's First Trust Managed Municipal ETF position peaked at $75.8K in Q2 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.