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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
2026
Q3 		$322K Buy
+6,732
New +$337K 0.01% 599
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

Other funds holding FMB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Frisch Financial Group
Frisch Financial Group Melville, New York $633M AUM 16.05% 1-Year Est. Return

Cornerstone Wealth Management's FMB Position: Q3 2026 in Review

Cornerstone Wealth Management opened a new position in First Trust Managed Municipal ETF (FMB) in Q3 2026: 6,732 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in FMB as recently as Q3 2025.

Cornerstone Wealth Management first reported a position in FMB in Q4 2019 and has held it in 24 quarters since. The position peaked at $606K in Q2 2020. 200 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • Cornerstone Wealth Management held 6,732 shares of First Trust Managed Municipal ETF worth $322K as of Q3 2026.
  • First Trust Managed Municipal ETF was a new Cornerstone Wealth Management position in Q3 2026.
  • First Trust Managed Municipal ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #599 holding.
  • Cornerstone Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 24 quarters since.
  • Cornerstone Wealth Management's First Trust Managed Municipal ETF position peaked at $606K in Q2 2020.
  • 200 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.