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 Q3	$2.46M	Sell	51,438 -100	-0.2%	-$5.01K	0.28%	37
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

FHC

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

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

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Inspirion Wealth Advisors's FMB Position: Q3 2026 in Review

Inspirion Wealth Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 0.19% in Q3 2026, selling an estimated $5.01K and leaving 51,438 shares worth $2.46M. The position accounts for 0.28% of the portfolio, ranked #37.

Inspirion Wealth Advisors first reported a position in FMB in Q3 2019 and has held it in 24 quarters since. The position peaked at $3.42M in Q3 2023. 13 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

Inspirion Wealth Advisors held 51,438 shares of First Trust Managed Municipal ETF worth $2.46M as of Q3 2026.
Inspirion Wealth Advisors sold 100 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $5.01K.
First Trust Managed Municipal ETF made up 0.28% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #37 holding.
Inspirion Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2019 and has held it in 24 quarters since.
Inspirion Wealth Advisors's First Trust Managed Municipal ETF position peaked at $3.42M in Q3 2023.
13 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.