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 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	$1.27M	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

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

QP Wealth Management's FMB Position: Q2 2026 in Review

QP Wealth Management reduced its First Trust Managed Municipal ETF (FMB) stake by 7.5% in Q2 2026, selling an estimated $47.3K and leaving 11,435 shares worth $587K. The position accounts for 0.84% of the portfolio, ranked #33.

QP Wealth Management first reported a position in FMB in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.4M in Q1 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

QP Wealth Management held 11,435 shares of First Trust Managed Municipal ETF worth $587K as of Q2 2026.
QP Wealth Management sold 925 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $47.3K.
First Trust Managed Municipal ETF made up 0.84% of QP Wealth Management's portfolio in Q2 2026, its #33 holding.
QP Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 15 quarters since.
QP Wealth Management's First Trust Managed Municipal ETF position peaked at $1.4M in Q1 2021.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on QP Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.