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

WCG 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	$746K	Sell	14,727 -1,039	-7%	-$53.4K	0.02%	413
2025 Q4	$806K	Buy	15,766 +4,741	+43%	+$242K	0.02%	385
2025 Q3	$559K	Sell	11,025 -268	-2%	-$13.4K	0.04%	282
2025 Q2	$563K	Buy	+11,293	New	+$562K	0.04%	278
2023 Q2	–	Sell	-21,197	Closed	-$1.08M	–	170
2023 Q1	$1.08M	Sell	21,197 -643	-3%	-$32.7K	0.14%	108
2022 Q4	$1.09M	Buy	21,840 +2,786	+15%	+$138K	0.15%	101
2022 Q3	$1.02M	Buy	19,054 +8,374	+78%	+$425K	0.13%	120
2022 Q2	$541K	Buy	+10,680	New	+$547K	0.08%	162

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

WCG Wealth Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 6.6% in Q1 2026, selling an estimated $53.4K and leaving 14,727 shares worth $746K. The position accounts for 0.02% of the portfolio, ranked #413.

WCG Wealth Advisors first reported a position in FMB in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.09M in Q4 2022. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

WCG Wealth Advisors held 14,727 shares of First Trust Managed Municipal ETF worth $746K as of Q1 2026.
WCG Wealth Advisors sold 1,039 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $53.4K.
First Trust Managed Municipal ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #413 holding.
WCG Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2022 and has held it in 8 quarters since.
WCG Wealth Advisors's First Trust Managed Municipal ETF position peaked at $1.09M in Q4 2022.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.