Gladstone Institutional Advisory’s First Trust Managed Municipal ETF FMB Stock Holding History

Gladstone Institutional Advisory’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	$211K	Hold	4,117	–	–	0.01%	854
2026 Q1	$209K	Sell	4,117 -4,525	-52%	-$233K	0.01%	791
2025 Q4	$442K	Buy	8,642 +13	+0.2%	+$664	0.02%	524
2025 Q3	$437K	Sell	8,629 -198	-2%	-$9.89K	0.02%	553
2025 Q2	$440K	Sell	8,827 -731	-8%	-$36.4K	0.02%	529
2025 Q1	$482K	Sell	9,558 -109	-1%	-$5.56K	0.02%	477
2024 Q4	$493K	Sell	9,667 -416	-4%	-$21.4K	0.02%	475
2024 Q3	$524K	Buy	10,083 +1,032	+11%	+$53.3K	0.03%	436
2024 Q2	$462K	Buy	9,051 +920	+11%	+$46.9K	0.02%	441
2024 Q1	$418K	Sell	8,131 -1,708	-17%	-$87.9K	0.02%	457
2023 Q4	$508K	Sell	9,839 -927	-9%	-$46.1K	0.03%	415
2023 Q3	$526K	Sell	10,766 -3,354	-24%	-$168K	0.03%	377
2023 Q2	$716K	Sell	14,120 -6,001	-30%	-$304K	0.04%	335
2023 Q1	$1.02M	Sell	20,121 -5,879	-23%	-$299K	0.07%	280
2022 Q4	$1.3M	Sell	26,000 -4,894	-16%	-$243K	0.09%	248
2022 Q3	$1.5M	Buy	30,894 +3,856	+14%	+$196K	0.12%	210
2022 Q2	$1.37M	Sell	27,038 -13,238	-33%	-$678K	0.11%	219
2022 Q1	$2.14M	Sell	40,276 -6,588	-14%	-$363K	0.14%	181
2021 Q4	$2.67M	Sell	46,864 -4,802	-9%	-$273K	0.21%	132
2021 Q3	$2.93M	Sell	51,666 -6,551	-11%	-$376K	0.29%	97
2021 Q2	$3.33M	Sell	58,217 -4,568	-7%	-$261K	0.4%	64
2021 Q1	$3.54M	Sell	62,785 -4,309	-6%	-$244K	0.55%	50
2020 Q4	$3.81M	Sell	67,094 -19,591	-23%	-$1.1M	0.76%	33
2020 Q3	$4.82M	Sell	86,685 -36,945	-30%	-$2.06M	1.15%	19
2020 Q2	$6.8M	Buy	123,630 +41,632	+51%	+$2.24M	1.73%	17
2020 Q1	$4.43M	Buy	81,998 +836	+1%	+$46.5K	1.14%	21
2019 Q4	$4.51M	Buy	81,162 +1,782	+2%	+$98.8K	1.11%	23
2019 Q3	$4.41M	Buy	79,380 +34,182	+76%	+$1.9M	1.12%	23
2019 Q2	$2.48M	Buy	+45,198	New	+$2.45M	0.75%	30

Other funds holding FMB

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gladstone Institutional Advisory's FMB Position: Q2 2026 in Review

Gladstone Institutional Advisory held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 4,117 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #854.

Gladstone Institutional Advisory first reported a position in FMB in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.8M in Q2 2020. 101 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Gladstone Institutional Advisory held 4,117 shares of First Trust Managed Municipal ETF worth $211K as of Q2 2026.
Gladstone Institutional Advisory left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Managed Municipal ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #854 holding.
Gladstone Institutional Advisory first reported a position in First Trust Managed Municipal ETF in Q2 2019 and has held it in 29 quarters since.
Gladstone Institutional Advisory's First Trust Managed Municipal ETF position peaked at $6.8M in Q2 2020.
101 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.