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 Q3	–	Sell	-659	Closed	-$33.4K	–	707
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

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

Cornerstone Planning Group's FMB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of First Trust Managed Municipal ETF (FMB) in Q3 2026, closing a stake of 659 shares — an estimated $33.4K sold.

Cornerstone Planning Group first reported a position in FMB in Q2 2024 and held it in 9 quarters. The position peaked at $75.8K in Q2 2024. 75 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

Cornerstone Planning Group reported no remaining First Trust Managed Municipal ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 659 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $33.4K.
Cornerstone Planning Group first reported a position in First Trust Managed Municipal ETF in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's First Trust Managed Municipal ETF position peaked at $75.8K in Q2 2024.
75 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.