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 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

TBF

True Blue Financial Stevensville, Michigan $237M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's FMB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Managed Municipal ETF (FMB) stake by 14% in Q2 2026, selling an estimated $462K and leaving 57,269 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Wealth Enhancement Advisory Services first reported a position in FMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.37M in Q1 2026. 43 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Wealth Enhancement Advisory Services held 57,269 shares of First Trust Managed Municipal ETF worth $2.93M as of Q2 2026.
Wealth Enhancement Advisory Services sold 9,024 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $462K.
First Trust Managed Municipal ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1334 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Managed Municipal ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's First Trust Managed Municipal ETF position peaked at $3.37M in Q1 2026.
43 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.