Inspirion Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Inspirion Wealth Advisors’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	$2.65M	Sell	51,538 -400	-0.8%	-$20.5K	0.3%	35
2026 Q1	$2.63M	Sell	51,938 -4,520	-8%	-$232K	0.33%	34
2025 Q4	$2.89M	Sell	56,458 -5,765	-9%	-$295K	0.35%	33
2025 Q3	$3.23M	Buy	62,223 +4,170	+7%	+$208K	0.45%	27
2025 Q2	$2.89M	Sell	58,053 -2,170	-4%	-$108K	0.38%	29
2025 Q1	$3.04M	Sell	60,223 -2,000	-3%	-$102K	0.42%	26
2024 Q4	$3.18M	Hold	62,223	–	–	0.44%	25
2024 Q3	$3.23M	Buy	62,223 +2,477	+4%	+$128K	0.45%	27
2024 Q2	$3.05M	Hold	59,746	–	–	0.47%	26
2024 Q1	$3.07M	Sell	59,746 -646	-1%	-$33.2K	0.51%	26
2023 Q4	$3.12M	Sell	60,392 -9,618	-14%	-$478K	0.56%	28
2023 Q3	$3.42M	Buy	+70,010	New	+$3.52M	0.67%	27
2022 Q2	–	Sell	-4,847	Closed	-$257K	–	121
2022 Q1	$257K	Sell	4,847 -101	-2%	-$5.56K	0.05%	93
2021 Q4	$282K	Sell	4,948 -190	-4%	-$10.8K	0.06%	87
2021 Q3	$292K	Hold	5,138	–	–	0.07%	77
2021 Q2	$294K	Hold	5,138	–	–	0.07%	74
2021 Q1	$290K	Buy	5,138 +66	+1%	+$3.74K	0.08%	74
2020 Q4	$288K	Buy	5,072 +20	+0.4%	+$1.12K	0.08%	70
2020 Q3	$281K	Buy	5,052 +25	+0.5%	+$1.39K	0.1%	64
2020 Q2	$277K	Hold	5,027	–	–	0.11%	61
2020 Q1	$272K	Buy	5,027 +29	+0.6%	+$1.61K	0.13%	54
2019 Q4	$278K	Buy	4,998 +356	+8%	+$19.7K	0.09%	65
2019 Q3	$258K	Buy	+4,642	New	+$258K	0.11%	66

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

Inspirion Wealth Advisors's FMB Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 0.77% in Q2 2026, selling an estimated $20.5K and leaving 51,538 shares worth $2.65M. The position accounts for 0.3% of the portfolio, ranked #35.

Inspirion Wealth Advisors first reported a position in FMB in Q3 2019 and has held it in 23 quarters since. The position peaked at $3.42M in Q3 2023. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Inspirion Wealth Advisors held 51,538 shares of First Trust Managed Municipal ETF worth $2.65M as of Q2 2026.
Inspirion Wealth Advisors sold 400 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $20.5K.
First Trust Managed Municipal ETF made up 0.3% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Inspirion Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2019 and has held it in 23 quarters since.
Inspirion Wealth Advisors's First Trust Managed Municipal ETF position peaked at $3.42M in Q3 2023.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.