Gateway Wealth Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Gateway Wealth Partners’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 Q2	$3.5M	Sell	68,048 -29,476	-30%	-$1.51M	0.21%	124
2026 Q1	$4.94M	Buy	97,524 +48,145	+98%	+$2.47M	0.19%	131
2025 Q4	$2.52M	Buy	49,379 +1,937	+4%	+$99K	0.28%	100
2025 Q3	$2.41M	Buy	+47,442	New	+$2.37M	0.32%	80

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gateway Wealth Partners's FMB Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Managed Municipal ETF (FMB) stake by 30% in Q2 2026, selling an estimated $1.51M and leaving 68,048 shares worth $3.5M. The position accounts for 0.21% of the portfolio, ranked #124.

Gateway Wealth Partners first reported a position in FMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.94M in Q1 2026. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Gateway Wealth Partners held 68,048 shares of First Trust Managed Municipal ETF worth $3.5M as of Q2 2026.
Gateway Wealth Partners sold 29,476 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $1.51M.
First Trust Managed Municipal ETF made up 0.21% of Gateway Wealth Partners's portfolio in Q2 2026, its #124 holding.
Gateway Wealth Partners first reported a position in First Trust Managed Municipal ETF in Q3 2025 and has held it in 4 quarters since.
Gateway Wealth Partners's First Trust Managed Municipal ETF position peaked at $4.94M in Q1 2026.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.