QWM
FMB icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

QP Wealth Management's FMB Position: Q1 2026 in Review

QP Wealth Management reduced its First Trust Managed Municipal ETF (FMB) stake by 13% in Q1 2026, selling an estimated $96.4K and leaving 12,360 shares worth $626K. The position accounts for 1.07% of the portfolio, ranked #30.

QP Wealth Management first reported a position in FMB in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.4M in Q1 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • QP Wealth Management held 12,360 shares of First Trust Managed Municipal ETF worth $626K as of Q1 2026.
  • QP Wealth Management sold 1,875 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $96.4K.
  • First Trust Managed Municipal ETF made up 1.07% of QP Wealth Management's portfolio in Q1 2026, its #30 holding.
  • QP Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 14 quarters since.
  • QP Wealth Management's First Trust Managed Municipal ETF position peaked at $1.4M in Q1 2021.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.