GM Advisory Group’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.2M | Sell |
240,580
-4,319
| -2% | -$222K | 0.47% | 40 |
|
|
2025
Q4 | $12.5M | Buy |
244,899
+26,407
| +12% | +$1.35M | 0.49% | 41 |
|
|
2025
Q3 | $11.1M | Buy |
218,492
+6,492
| +3% | +$324K | 0.47% | 43 |
|
|
2025
Q2 | $10.6M | Buy |
212,000
+1,472
| +0.7% | +$73.2K | 0.52% | 40 |
|
|
2025
Q1 | $10.6M | Buy |
210,528
+12,778
| +6% | +$652K | 0.57% | 33 |
|
|
2024
Q4 | $10.1M | Sell |
197,750
-1,122
| -0.6% | -$57.7K | 0.56% | 36 |
|
|
2024
Q3 | $10.3M | Buy |
198,872
+33,240
| +20% | +$1.72M | 0.62% | 33 |
|
|
2024
Q2 | $8.46M | Buy |
165,632
+29,187
| +21% | +$1.49M | 0.55% | 39 |
|
|
2024
Q1 | $7.01M | Buy |
136,445
+3,125
| +2% | +$161K | 0.49% | 37 |
|
|
2023
Q4 | $6.89M | Buy |
133,320
+8,790
| +7% | +$437K | 0.52% | 33 |
|
|
2023
Q3 | $6.09M | Buy |
124,530
+9,363
| +8% | +$470K | 0.5% | 31 |
|
|
2023
Q2 | $5.84M | Buy |
115,167
+5,589
| +5% | +$283K | 0.48% | 29 |
|
|
2023
Q1 | $5.58M | Buy |
109,578
+23,317
| +27% | +$1.19M | 0.51% | 29 |
|
|
2022
Q4 | $4.32M | Buy |
+86,261
| New | +$4.28M | 0.46% | 28 |
|
|
2022
Q3 | – | Sell |
-317,159
| Closed | -$16.1M | – | 190 |
|
|
2022
Q2 | $16.1M | Sell |
317,159
-18,028
| -5% | -$924K | 2.5% | 13 |
|
|
2022
Q1 | $17.8M | Buy |
335,187
+32,252
| +11% | +$1.78M | 2.12% | 13 |
|
|
2021
Q4 | $17.3M | Buy |
302,935
+67,932
| +29% | +$3.86M | 1.54% | 20 |
|
|
2021
Q3 | $13.3M | Buy |
235,003
+21,790
| +10% | +$1.25M | 1.35% | 23 |
|
|
2021
Q2 | $12.2M | Buy |
213,213
+2,119
| +1% | +$121K | 1.25% | 22 |
|
|
2021
Q1 | $11.9M | Buy |
211,094
+8,941
| +4% | +$507K | 1.43% | 17 |
|
|
2020
Q4 | $11.5M | Buy |
202,153
+16,148
| +9% | +$904K | 1.54% | 19 |
|
|
2020
Q3 | $10.3M | Buy |
186,005
+38,946
| +26% | +$2.17M | 1.58% | 18 |
|
|
2020
Q2 | $8.09M | Buy |
147,059
+18,508
| +14% | +$997K | 1.5% | 17 |
|
|
2020
Q1 | $6.95M | Sell |
128,551
-1,971
| -2% | -$110K | 1.89% | 13 |
|
|
2019
Q4 | $7.25M | Buy |
130,522
+10,566
| +9% | +$586K | 2.24% | 13 |
|
|
2019
Q3 | $6.67M | Buy |
119,956
+16,549
| +16% | +$918K | 2.07% | 16 |
|
|
2019
Q2 | $5.66M | Buy |
103,407
+22,483
| +28% | +$1.22M | 1.78% | 17 |
|
|
2019
Q1 | $4.36M | Buy |
80,924
+23,074
| +40% | +$1.22M | 1.43% | 20 |
|
|
2018
Q4 | $3.04M | Sell |
57,850
-200
| -0.3% | -$10.4K | 1.13% | 20 |
|
|
2018
Q3 | $3.03M | Buy |
58,050
+47,580
| +454% | +$2.51M | 0.95% | 21 |
|
|
2018
Q2 | $551K | Buy |
10,470
+6,300
| +151% | +$331K | 0.16% | 64 |
|
|
2018
Q1 | $219K | Buy |
+4,170
| New | +$220K | 0.07% | 113 |
|
Other funds holding FMB
APP
OIA
GM Advisory Group's FMB Position: Q1 2026 in Review
GM Advisory Group reduced its First Trust Managed Municipal ETF (FMB) stake by 1.8% in Q1 2026, selling an estimated $222K and leaving 240,580 shares worth $12.2M. The position accounts for 0.47% of the portfolio, ranked #40.
GM Advisory Group first reported a position in FMB in Q1 2018 and has held it in 32 quarters since. The position peaked at $17.8M in Q1 2022. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2026.
- GM Advisory Group held 240,580 shares of First Trust Managed Municipal ETF worth $12.2M as of Q1 2026.
- GM Advisory Group sold 4,319 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $222K.
- First Trust Managed Municipal ETF made up 0.47% of GM Advisory Group's portfolio in Q1 2026, its #40 holding.
- GM Advisory Group first reported a position in First Trust Managed Municipal ETF in Q1 2018 and has held it in 32 quarters since.
- GM Advisory Group's First Trust Managed Municipal ETF position peaked at $17.8M in Q1 2022.
- 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.
Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.