QWM
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QP Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

QP 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 		$235K Sell
4,900
-6,535
-57% -$327K 0.35% 66
2026
Q2 		$587K Sell
11,435
-925
-7% -$47.3K 0.84% 33
2026
Q1 		$626K Sell
12,360
-1,875
-13% -$96.4K 1.07% 30
2025
Q4 		$728K Buy
+14,235
New +$728K 0.64% 39
2022
Q4 		– Sell
-19,632
Closed -$957K – 73
2022
Q3 		$957K Sell
19,632
-3,696
-16% -$188K 1.38% 27
2022
Q2 		$1.18M Sell
23,328
-697
-3% -$35.7K 1.62% 21
2022
Q1 		$1.28M Buy
24,025
+15
+0.1% +$826 1.42% 26
2021
Q4 		$1.37M Buy
24,010
+515
+2% +$29.3K 1.45% 24
2021
Q3 		$1.33M Buy
23,495
+302
+1% +$17.3K 1.43% 24
2021
Q2 		$1.33M Sell
23,193
-1,672
-7% -$95.4K 1.36% 26
2021
Q1 		$1.4M Buy
24,865
+3,784
+18% +$215K 1.53% 26
2020
Q4 		$1.2M Sell
21,081
-179
-0.8% -$10K 1.32% 26
2020
Q3 		$1.18M Buy
21,260
+10
+0% +$558 1.51% 23
2020
Q2 		$1.17M Buy
21,250
+1,982
+10% +$107K 1.62% 22
2020
Q1 		$1.02M Buy
19,268
+1,949
+11% +$108K 1.48% 26
2019
Q4 		$977K Buy
+17,319
New +$961K 1.19% 33

Other funds holding FMB

TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Heck Capital Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

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

QP Wealth Management reduced its First Trust Managed Municipal ETF (FMB) stake by 57% in Q3 2026, selling an estimated $327K and leaving 4,900 shares worth $235K. The position accounts for 0.35% of the portfolio, ranked #66.

QP Wealth Management first reported a position in FMB in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.4M in Q1 2021. 56 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • QP Wealth Management held 4,900 shares of First Trust Managed Municipal ETF worth $235K as of Q3 2026.
  • QP Wealth Management sold 6,535 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $327K.
  • First Trust Managed Municipal ETF made up 0.35% of QP Wealth Management's portfolio in Q3 2026, its #66 holding.
  • QP Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 16 quarters since.
  • QP Wealth Management's First Trust Managed Municipal ETF position peaked at $1.4M in Q1 2021.
  • 56 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on QP Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.