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Cornerstone Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Cornerstone Wealth 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
2025
Q4 		– Sell
-7,292
Closed -$370K – 702
2025
Q3 		$370K Sell
7,292
-57
-0.8% -$2.85K 0.02% 488
2025
Q2 		$366K Buy
7,349
+31
+0.4% +$1.54K 0.02% 462
2025
Q1 		$369K Sell
7,318
-370
-5% -$18.9K 0.03% 433
2024
Q4 		$392K Buy
7,688
+67
+0.9% +$3.45K 0.03% 401
2024
Q3 		$396K Buy
7,621
+32
+0.4% +$1.65K 0.03% 399
2024
Q2 		$387K Sell
7,589
-243
-3% -$12.4K 0.03% 384
2024
Q1 		$402K Buy
7,832
+41
+0.5% +$2.11K 0.03% 369
2023
Q4 		$403K Sell
7,791
-30
-0.4% -$1.49K 0.03% 362
2023
Q3 		$382K Buy
7,821
+31
+0.4% +$1.56K 0.04% 366
2023
Q2 		$395K Buy
7,790
+29
+0.4% +$1.47K 0.04% 352
2023
Q1 		$395K Buy
+7,761
New +$395K 0.04% 327
2022
Q3 		$476K Buy
9,768
+34
+0.3% +$1.73K 0.05% 264
2022
Q2 		$493K Buy
9,734
+40
+0.4% +$2.05K 0.05% 260
2022
Q1 		$514K Buy
9,694
+26
+0.3% +$1.43K 0.05% 271
2021
Q4 		$551K Buy
9,668
+17
+0.2% +$966 0.05% 269
2021
Q3 		$548K Sell
9,651
-148
-2% -$8.5K 0.06% 255
2021
Q2 		$561K Buy
9,799
+26
+0.3% +$1.48K 0.06% 268
2021
Q1 		$551K Sell
9,773
-311
-3% -$17.6K 0.07% 258
2020
Q4 		$572K Buy
10,084
+33
+0.3% +$1.85K 0.07% 225
2020
Q3 		$559K Sell
10,051
-962
-9% -$53.6K 0.08% 206
2020
Q2 		$606K Buy
11,013
+41
+0.4% +$2.21K 0.1% 190
2020
Q1 		$593K Buy
10,972
+1,028
+10% +$57.1K 0.11% 178
2019
Q4 		$552K Buy
+9,944
New +$552K 0.09% 197
2018
Q4 		– Sell
-21,571
Closed -$405K – 622
2018
Q3 		$405K Sell
21,571
-79,745
-79% -$4.2M 0.01% 968
2018
Q2 		$1.92M Buy
+101,316
New +$5.33M 0.02% 563

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
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

Cornerstone Wealth Management's FMB Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q4 2025, closing a stake of 7,292 shares — an estimated $370K sold.

Cornerstone Wealth Management first reported a position in FMB in Q2 2018 and held it in 25 quarters. The position peaked at $1.92M in Q2 2018. 306 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

  • Cornerstone Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 7,292 First Trust Managed Municipal ETF shares in Q4 2025, an estimated $370K.
  • Cornerstone Wealth Management first reported a position in First Trust Managed Municipal ETF in Q2 2018 and held it in 25 quarters.
  • Cornerstone Wealth Management's First Trust Managed Municipal ETF position peaked at $1.92M in Q2 2018.
  • 306 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.