Advisor Resource Council’s First Trust Managed Municipal ETF FMB Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-4,000	Closed	-$202K	–	322
2025 Q1	$202K	Buy	+4,000	New	+$204K	0.02%	553
2024 Q1	–	Sell	-4,805	Closed	-$248K	–	333
2023 Q4	$248K	Buy	+4,805	New	+$239K	0.03%	390
2021 Q3	–	Sell	-5,437	Closed	-$311K	–	300
2021 Q2	$311K	Buy	+5,437	New	+$310K	0.03%	386

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Advisor Resource Council's FMB Position: Q2 2025 in Review

Advisor Resource Council sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 4,000 shares — an estimated $202K sold.

Advisor Resource Council first reported a position in FMB in Q2 2021 and held it in 3 quarters. The position peaked at $311K in Q2 2021. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

Advisor Resource Council reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 4,000 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $202K.
Advisor Resource Council first reported a position in First Trust Managed Municipal ETF in Q2 2021 and held it in 3 quarters.
Advisor Resource Council's First Trust Managed Municipal ETF position peaked at $311K in Q2 2021.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.