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GPS Wealth Strategies Group’s First Trust Managed Municipal ETF FMB Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		$119K Sell
2,320
-3,175
-58% -$162K 0.1% 133
2025
Q3 		$279K Hold
5,495
– – 0.03% 277
2025
Q2 		$274K Hold
5,495
– – 0.03% 266
2025
Q1 		$277K Hold
5,495
– – 0.04% 257
2024
Q4 		$280K Hold
5,495
– – 0.04% 247
2024
Q3 		$286K Hold
5,495
– – 0.04% 249
2024
Q2 		$281K Sell
5,495
-700
-11% -$35.7K 0.04% 215
2024
Q1 		$318K Hold
6,195
– – 0.05% 200
2023
Q4 		$320K Sell
6,195
-435
-7% -$21.6K 0.06% 194
2023
Q3 		$324K Sell
6,630
-2,015
-23% -$101K 0.06% 184
2023
Q2 		$438K Buy
8,645
+6,335
+274% +$321K 0.08% 157
2023
Q1 		$118K Buy
+2,310
New +$117K 0.02% 318
2022
Q4 		– Sell
-3,325
Closed -$162K – 467
2022
Q3 		$162K Sell
3,325
-385
-10% -$19.6K 0.04% 230
2022
Q2 		$188K Sell
3,710
-350
-9% -$17.9K 0.05% 220
2022
Q1 		$215K Buy
4,060
+175
+5% +$9.63K 0.05% 201
2021
Q4 		$221K Hold
3,885
– – 0.05% 200
2021
Q3 		$221K Buy
3,885
+700
+22% +$40.2K 0.05% 194
2021
Q2 		$182K Hold
3,185
– – 0.05% 220
2021
Q1 		$179K Buy
+3,185
New +$181K 0.05% 208

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

GPS Wealth Strategies Group's FMB Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its First Trust Managed Municipal ETF (FMB) stake by 58% in Q4 2025, selling an estimated $162K and leaving 2,320 shares worth $119K. The position accounts for 0.1% of the portfolio, ranked #133.

GPS Wealth Strategies Group first reported a position in FMB in Q1 2021 and has held it in 19 quarters since. The position peaked at $438K in Q2 2023. 306 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

  • GPS Wealth Strategies Group held 2,320 shares of First Trust Managed Municipal ETF worth $119K as of Q4 2025.
  • GPS Wealth Strategies Group sold 3,175 First Trust Managed Municipal ETF shares in Q4 2025, an estimated $162K.
  • First Trust Managed Municipal ETF made up 0.1% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #133 holding.
  • GPS Wealth Strategies Group first reported a position in First Trust Managed Municipal ETF in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's First Trust Managed Municipal ETF position peaked at $438K in Q2 2023.
  • 306 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.