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

PCG 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
Q1 		– Sell
-3,952
Closed -$202K – 169
2025
Q4 		$202K Sell
3,952
-246
-6% -$12.6K 0.06% 151
2025
Q3 		$213K Sell
4,198
-4,797
-53% -$240K 0.06% 141
2025
Q2 		$448K Sell
8,995
-10,254
-53% -$510K 0.23% 59
2025
Q1 		$971K Sell
19,249
-6,304
-25% -$322K 0.34% 73
2024
Q4 		$1.3M Sell
25,553
-5,702
-18% -$293K 0.48% 65
2024
Q3 		$1.62M Sell
31,255
-8,393
-21% -$433K 0.63% 51
2024
Q2 		$2.02M Sell
39,648
-7,881
-17% -$402K 0.88% 38
2024
Q1 		$2.44M Buy
47,529
+427
+0.9% +$22K 1.16% 31
2023
Q4 		$2.43M Buy
+47,102
New +$2.34M 1.36% 26
2022
Q4 		– Sell
-12,500
Closed -$610K – 124
2022
Q3 		$610K Buy
12,500
+5,750
+85% +$292K 0.22% 65
2022
Q2 		$342K Sell
6,750
-7,020
-51% -$360K 0.24% 65
2022
Q1 		$731K Sell
13,770
-245
-2% -$13.5K 0.46% 40
2021
Q4 		$798K Buy
+14,015
New +$796K 0.55% 36

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PCG Wealth Advisors's FMB Position: Q1 2026 in Review

PCG Wealth Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q1 2026, closing a stake of 3,952 shares — an estimated $202K sold.

PCG Wealth Advisors first reported a position in FMB in Q4 2021 and held it in 13 quarters. The position peaked at $2.44M in Q1 2024. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • PCG Wealth Advisors reported no remaining First Trust Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • PCG Wealth Advisors sold 3,952 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $202K.
  • PCG Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 13 quarters.
  • PCG Wealth Advisors's First Trust Managed Municipal ETF position peaked at $2.44M in Q1 2024.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.