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

EPG 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
Q1 		$907K Buy
17,904
+496
+3% +$25.5K 0.25% 110
2025
Q4 		$890K Sell
17,408
-1,716
-9% -$87.7K 0.24% 110
2025
Q3 		$970K Buy
19,124
+3,130
+20% +$156K 0.27% 105
2025
Q2 		$797K Buy
15,994
+111
+0.7% +$5.52K 0.24% 113
2025
Q1 		$801K Buy
15,883
+1,978
+14% +$101K 0.22% 127
2024
Q4 		$709K Sell
13,905
-2,963
-18% -$152K 0.19% 136
2024
Q3 		$876K Buy
+16,868
New +$871K 0.22% 121
2024
Q2 		– Sell
-15,590
Closed -$795K – 126
2024
Q1 		$801K Sell
15,590
-1,420
-8% -$73.1K 0.2% 133
2023
Q4 		$871K Sell
17,010
-1,135
-6% -$56.5K 0.23% 115
2023
Q3 		$887K Sell
18,145
-409
-2% -$20.5K 0.27% 91
2023
Q2 		$940K Sell
18,554
-789
-4% -$40K 0.28% 94
2023
Q1 		$985K Buy
19,343
+747
+4% +$38K 0.31% 83
2022
Q4 		$932K Buy
18,596
+176
+1% +$8.73K 0.35% 68
2022
Q3 		$897K Buy
18,420
+10,827
+143% +$550K 0.37% 64
2022
Q2 		$384K Buy
7,593
+1,123
+17% +$57.5K 0.16% 130
2022
Q1 		$343K Buy
6,470
+2,188
+51% +$120K 0.12% 158
2021
Q4 		$244K Buy
4,282
+10
+0.2% +$568 0.09% 200
2021
Q3 		$243K Buy
4,272
+316
+8% +$18.1K 0.1% 181
2021
Q2 		$227K Buy
+3,956
New +$226K 0.1% 186
2020
Q3 		– Sell
-4,042
Closed -$222K – 131
2020
Q2 		$222K Buy
4,042
+2,462
+156% +$133K 0.16% 129
2020
Q1 		$85K Buy
1,580
+92
+6% +$5.11K 0.06% 194
2019
Q4 		$83K Buy
+1,488
New +$82.5K 0.06% 169

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

EPG Wealth Management's FMB Position: Q1 2026 in Review

EPG Wealth Management increased its First Trust Managed Municipal ETF (FMB) stake by 2.8% in Q1 2026, buying an estimated $25.5K and bringing the position to 17,904 shares worth $907K. The position accounts for 0.25% of the portfolio, ranked #110.

EPG Wealth Management first reported a position in FMB in Q4 2019 and has held it in 22 quarters since. The position peaked at $985K in Q1 2023. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • EPG Wealth Management held 17,904 shares of First Trust Managed Municipal ETF worth $907K as of Q1 2026.
  • EPG Wealth Management bought 496 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $25.5K.
  • First Trust Managed Municipal ETF made up 0.25% of EPG Wealth Management's portfolio in Q1 2026, its #110 holding.
  • EPG Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 22 quarters since.
  • EPG Wealth Management's First Trust Managed Municipal ETF position peaked at $985K in Q1 2023.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.