HFG Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

HFG Wealth Management’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 Q1	$2.08M	Buy	41,072 +5,742	+16%	+$295K	1.15%	23
2025 Q4	$1.81M	Sell	35,330 -9,907	-22%	-$506K	1%	23
2025 Q3	$2.29M	Sell	45,237 -1,630	-3%	-$81.5K	1.25%	22
2025 Q2	$2.36M	Sell	46,867 -1,170	-2%	-$58.2K	1.44%	19
2025 Q1	$2.45M	Buy	48,037 +173	+0.4%	+$8.82K	1.48%	20
2024 Q4	$2.49M	Sell	47,864 -3,972	-8%	-$204K	1.61%	19
2024 Q3	$2.65M	Hold	51,836	–	–	1.69%	19
2024 Q2	$2.65M	Buy	51,836 +902	+2%	+$46K	1.69%	19
2024 Q1	$2.62M	Buy	50,934 +1,303	+3%	+$67.1K	1.54%	18
2023 Q4	$2.56M	Buy	+49,631	New	+$2.47M	0.63%	30
2023 Q1	$866K	Buy	+17,008	New	+$865K	0.18%	46

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HFG Wealth Management's FMB Position: Q1 2026 in Review

HFG Wealth Management increased its First Trust Managed Municipal ETF (FMB) stake by 16% in Q1 2026, buying an estimated $295K and bringing the position to 41,072 shares worth $2.08M. The position accounts for 1.15% of the portfolio, ranked #23.

HFG Wealth Management first reported a position in FMB in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.65M in Q3 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

HFG Wealth Management held 41,072 shares of First Trust Managed Municipal ETF worth $2.08M as of Q1 2026.
HFG Wealth Management bought 5,742 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $295K.
First Trust Managed Municipal ETF made up 1.15% of HFG Wealth Management's portfolio in Q1 2026, its #23 holding.
HFG Wealth Management first reported a position in First Trust Managed Municipal ETF in Q1 2023 and has held it in 11 quarters since.
HFG Wealth Management's First Trust Managed Municipal ETF position peaked at $2.65M in Q3 2024.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.