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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
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

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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

Gateway Wealth Partners's FMB Position: Q1 2026 in Review

Gateway Wealth Partners increased its First Trust Managed Municipal ETF (FMB) stake by 98% in Q1 2026, buying an estimated $2.47M and bringing the position to 97,524 shares worth $4.94M. The position accounts for 0.19% of the portfolio, ranked #131.

Gateway Wealth Partners first reported a position in FMB in Q3 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Gateway Wealth Partners held 97,524 shares of First Trust Managed Municipal ETF worth $4.94M as of Q1 2026.
  • Gateway Wealth Partners bought 48,145 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $2.47M.
  • First Trust Managed Municipal ETF made up 0.19% of Gateway Wealth Partners's portfolio in Q1 2026, its #131 holding.
  • Gateway Wealth Partners first reported a position in First Trust Managed Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.