Gentry Private Wealth
FMB icon

Gentry Private Wealth’s First Trust Managed Municipal ETF FMB Stock Holding History

Gentry Private Wealth’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 		– Sell
-4,468
Closed -$230K – 102
2026
Q2 		$230K Sell
4,468
-185
-4% -$9.46K 0.12% 103
2026
Q1 		$236K Buy
4,653
+67
+1% +$3.44K 0.14% 89
2025
Q4 		$235K Sell
4,586
-1,447
-24% -$74K 0.15% 91
2025
Q3 		$306K Buy
+6,033
New +$302K 0.21% 76

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Gentry Private Wealth's FMB Position: Q3 2026 in Review

Gentry Private Wealth sold out of First Trust Managed Municipal ETF (FMB) in Q3 2026, closing a stake of 4,468 shares — an estimated $230K sold.

Gentry Private Wealth first reported a position in FMB in Q3 2025 and held it in 4 quarters. The position peaked at $306K in Q3 2025. 275 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • Gentry Private Wealth reported no remaining First Trust Managed Municipal ETF position as of Q3 2026 after selling out during the quarter.
  • Gentry Private Wealth sold 4,468 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $230K.
  • Gentry Private Wealth first reported a position in First Trust Managed Municipal ETF in Q3 2025 and held it in 4 quarters.
  • Gentry Private Wealth's First Trust Managed Municipal ETF position peaked at $306K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Gentry Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.