GRP
FMB icon

Global Retirement Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Global Retirement 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 		$1.19M Buy
+23,105
New +$1.18M 0.02% 691
2025
Q4 		$906K Buy
17,713
+115
+0.7% +$5.88K 0.02% 701
2025
Q3 		$892K Buy
17,598
+6,355
+57% +$318K 0.02% 575
2025
Q2 		$560K Buy
+11,243
New +$559K 0.01% 674
2023
Q4 		– Sell
-74
Closed -$3.6K – 3398
2023
Q3 		$3.6K Hold
74
– – ﹤0.01% 2310
2023
Q2 		$3.75K Hold
74
– – ﹤0.01% 2317
2023
Q1 		$3.76K Hold
74
– – ﹤0.01% 2267
2022
Q4 		$3.71K Buy
+74
New +$3.67K ﹤0.01% 2122
2022
Q2 		– Sell
-2,140
Closed -$109K – 2739
2022
Q1 		$109K Sell
2,140
-400
-16% -$22K 0.01% 728
2021
Q4 		$145K Sell
2,540
-2,660
-51% -$151K 0.11% 55
2021
Q3 		$295K Buy
5,200
+250
+5% +$14.4K 0.03% 401
2021
Q2 		$284K Hold
4,950
– – 0.03% 391
2021
Q1 		$279K Hold
4,950
– – 0.03% 357
2020
Q4 		$281K Hold
4,950
– – 0.04% 330
2020
Q3 		$275K Sell
4,950
-950
-16% -$53K 0.04% 311
2020
Q2 		$325K Buy
5,900
+1,400
+31% +$75.4K 0.05% 280
2020
Q1 		$243K Buy
4,500
+1,500
+50% +$83.4K 0.05% 286
2019
Q4 		$167K Buy
+3,000
New +$166K 0.03% 398

Other funds holding FMB

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Global Retirement Partners's FMB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2026: 23,105 shares worth $1.19M. The stake represents 0.02% of the portfolio and ranks #691 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FMB as recently as Q4 2025.

Global Retirement Partners first reported a position in FMB in Q4 2019 and has held it in 18 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Global Retirement Partners held 23,105 shares of First Trust Managed Municipal ETF worth $1.19M as of Q2 2026.
  • First Trust Managed Municipal ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Managed Municipal ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #691 holding.
  • Global Retirement Partners first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 18 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.