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Golden State Equity Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Golden State Equity 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 		– Sell
-1,041
Closed -$52.8K – 835
2026
Q1 		$52.8K Buy
+1,041
New +$53.5K ﹤0.01% 885

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UBS Group
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Raymond James Financial
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Osaic Holdings
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APP
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OIA
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Golden State Equity Partners's FMB Position: Q2 2026 in Review

Golden State Equity Partners sold out of First Trust Managed Municipal ETF (FMB) in Q2 2026, closing a stake of 1,041 shares — an estimated $52.8K sold.

Golden State Equity Partners first reported a position in FMB in Q1 2026 and held it in 1 quarter. The position peaked at $52.8K in Q1 2026. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Golden State Equity Partners reported no remaining First Trust Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,041 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $52.8K.
  • Golden State Equity Partners first reported a position in First Trust Managed Municipal ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's First Trust Managed Municipal ETF position peaked at $52.8K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.