Financial Enhancement Group
FMB icon

Financial Enhancement Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Financial Enhancement 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 		$482K Buy
10,095
+1,297
+15% +$64.9K 0.06% 100
2026
Q2 		$452K Hold
8,798
– – 0.05% 107
2026
Q1 		$452K Hold
8,798
– – 0.06% 107
2025
Q4 		$451K Hold
8,798
– – 0.06% 113
2025
Q3 		$448K Hold
8,798
– – 0.06% 109
2025
Q2 		$438K Buy
+8,798
New +$438K 0.06% 108
2022
Q4 		– Sell
-1,525
Closed -$74K – 181
2022
Q3 		$74K Hold
1,525
– – 0.02% 127
2022
Q2 		$77K Hold
1,525
– – 0.02% 124
2022
Q1 		$81K Hold
1,525
– – 0.02% 127
2021
Q4 		$87K Hold
1,525
– – 0.02% 125
2021
Q3 		$87K Sell
1,525
-106,088
-99% -$6.09M 0.02% 123
2021
Q2 		$6.16M Sell
107,613
-1,056
-1% -$60.3K 1.27% 22
2021
Q1 		$6.13M Buy
108,669
+10,621
+11% +$602K 1.25% 25
2020
Q4 		$5.56M Buy
98,048
+10,147
+12% +$568K 1.18% 27
2020
Q3 		$4.89M Buy
87,901
+35,339
+67% +$1.97M 1.13% 29
2020
Q2 		$2.89M Buy
52,562
+2,870
+6% +$155K 0.73% 32
2020
Q1 		$2.69M Buy
49,692
+3,521
+8% +$196K 0.8% 28
2019
Q4 		$2.56M Buy
46,171
+1,335
+3% +$74.1K 0.65% 35
2019
Q3 		$2.49M Buy
44,836
+43,886
+4,620% +$2.44M 0.67% 33
2019
Q2 		$52K Buy
950
+200
+27% +$10.9K 0.02% 122
2019
Q1 		$40K Buy
+750
New +$39.8K 0.01% 143

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Truist Financial
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RMR Wealth Builders
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Commonwealth Equity Services
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
True Blue Financial
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Financial Enhancement Group's FMB Position: Q3 2026 in Review

Financial Enhancement Group increased its First Trust Managed Municipal ETF (FMB) stake by 15% in Q3 2026, buying an estimated $64.9K and bringing the position to 10,095 shares worth $482K. The position accounts for 0.06% of the portfolio, ranked #100.

Financial Enhancement Group first reported a position in FMB in Q1 2019 and has held it in 21 quarters since. The position peaked at $6.16M in Q2 2021. 206 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • Financial Enhancement Group held 10,095 shares of First Trust Managed Municipal ETF worth $482K as of Q3 2026.
  • Financial Enhancement Group bought 1,297 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $64.9K.
  • First Trust Managed Municipal ETF made up 0.06% of Financial Enhancement Group's portfolio in Q3 2026, its #100 holding.
  • Financial Enhancement Group first reported a position in First Trust Managed Municipal ETF in Q1 2019 and has held it in 21 quarters since.
  • Financial Enhancement Group's First Trust Managed Municipal ETF position peaked at $6.16M in Q2 2021.
  • 206 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.