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

Schwallier 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	$762K	Buy	+15,915	New	+$797K	0.48%	33

Other funds holding FMB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Schwallier Wealth Management opened a new position in First Trust Managed Municipal ETF (FMB) in Q3 2026: 15,915 shares worth $762K. The stake represents 0.48% of the portfolio and ranks #33 among its holdings.

172 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

Schwallier Wealth Management held 15,915 shares of First Trust Managed Municipal ETF worth $762K as of Q3 2026.
First Trust Managed Municipal ETF was a new Schwallier Wealth Management position in Q3 2026.
First Trust Managed Municipal ETF made up 0.48% of Schwallier Wealth Management's portfolio in Q3 2026, its #33 holding.
172 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.