Wealth Enhancement Advisory Services’s First Trust Managed Municipal ETF FMB Stock Holding History

Wealth Enhancement Advisory Services’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	$1.92M	Sell	40,157 -17,112	-30%	-$857K	﹤0.01%	1699
2026 Q2	$2.93M	Sell	57,269 -9,024	-14%	-$462K	﹤0.01%	1334
2026 Q1	$3.37M	Buy	66,293 +47,131	+246%	+$2.42M	0.01%	1108
2025 Q4	$982K	Sell	19,162 -2,297	-11%	-$117K	﹤0.01%	1971
2025 Q3	$1.09M	Buy	21,459 +163	+0.8%	+$8.15K	﹤0.01%	1796
2025 Q2	$1.06M	Sell	21,296 -2,867	-12%	-$143K	﹤0.01%	1718
2025 Q1	$1.22M	Buy	24,163 +1,772	+8%	+$90.4K	﹤0.01%	1512
2024 Q4	$1.14M	Buy	22,391 +136	+0.6%	+$6.99K	﹤0.01%	1461
2024 Q3	$1.16M	Sell	22,255 -1,615	-7%	-$83.4K	﹤0.01%	1313
2024 Q2	$1.22M	Sell	23,870 -14,032	-37%	-$716K	﹤0.01%	1186
2024 Q1	$1.95M	Sell	37,902 -1,637	-4%	-$84.2K	0.01%	954
2023 Q4	$2.04M	Sell	39,539 -15,666	-28%	-$779K	0.01%	886
2023 Q3	$2.7M	Buy	+55,205	New	+$2.77M	0.01%	759

Other funds holding FMB

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

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

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Etesian Wealth Advisors West Linn, Oregon $344M AUM 10.68% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's FMB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Managed Municipal ETF (FMB) stake by 30% in Q3 2026, selling an estimated $857K and leaving 40,157 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Wealth Enhancement Advisory Services first reported a position in FMB in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.37M in Q1 2026. 88 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

Wealth Enhancement Advisory Services held 40,157 shares of First Trust Managed Municipal ETF worth $1.92M as of Q3 2026.
Wealth Enhancement Advisory Services sold 17,112 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $857K.
First Trust Managed Municipal ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1699 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Managed Municipal ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's First Trust Managed Municipal ETF position peaked at $3.37M in Q1 2026.
88 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.