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 Q3	$522K	Hold	10,163	–	–	0.53%	27
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

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

MFG

Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

HFG Wealth Management's FMB Position: Q3 2026 in Review

HFG Wealth Management held its First Trust Managed Municipal ETF (FMB) position steady in Q3 2026 at 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 13 quarters since. The position peaked at $2.65M in Q3 2024. 43 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

HFG Wealth Management held 10,163 shares of First Trust Managed Municipal ETF worth $522K as of Q3 2026.
HFG Wealth Management left its First Trust Managed Municipal ETF share count unchanged in Q3 2026.
First Trust Managed Municipal ETF made up 0.53% of HFG Wealth Management's portfolio in Q3 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 13 quarters since.
HFG Wealth Management's First Trust Managed Municipal ETF position peaked at $2.65M in Q3 2024.
43 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.