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 Q2	$522K	Sell	10,163 -30,909	-75%	-$1.58M	0.53%	27
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HFG Wealth Management's FMB Position: Q2 2026 in Review

HFG Wealth Management reduced its First Trust Managed Municipal ETF (FMB) stake by 75% in Q2 2026, selling an estimated $1.58M and leaving 10,163 shares worth $522K. The position accounts for 0.53% of the portfolio, ranked #27.

HFG Wealth Management first reported a position in FMB in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.65M in Q3 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

HFG Wealth Management held 10,163 shares of First Trust Managed Municipal ETF worth $522K as of Q2 2026.
HFG Wealth Management sold 30,909 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $1.58M.
First Trust Managed Municipal ETF made up 0.53% of HFG Wealth Management's portfolio in Q2 2026, its #27 holding.
HFG Wealth Management first reported a position in First Trust Managed Municipal ETF in Q1 2023 and has held it in 12 quarters since.
HFG Wealth Management's First Trust Managed Municipal ETF position peaked at $2.65M in Q3 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.