Global Retirement Partners
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
Q3 		$1.17M Buy
24,382
+1,277
+6% +$63.9K 0.02% 681
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

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Global Retirement Partners's FMB Position: Q3 2026 in Review

Global Retirement Partners increased its First Trust Managed Municipal ETF (FMB) stake by 5.5% in Q3 2026, buying an estimated $63.9K and bringing the position to 24,382 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #681.

Global Retirement Partners first reported a position in FMB in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.19M in Q2 2026. 275 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • Global Retirement Partners held 24,382 shares of First Trust Managed Municipal ETF worth $1.17M as of Q3 2026.
  • Global Retirement Partners bought 1,277 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $63.9K.
  • First Trust Managed Municipal ETF made up 0.02% of Global Retirement Partners's portfolio in Q3 2026, its #681 holding.
  • Global Retirement Partners first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 19 quarters since.
  • Global Retirement Partners's First Trust Managed Municipal ETF position peaked at $1.19M in Q2 2026.
  • 275 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.