Ameriprise
FMB icon

Ameriprise’s First Trust Managed Municipal ETF FMB Stock Holding History

Ameriprise’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
-5,637
Closed -$284K – 4019
2025
Q1 		$284K Sell
5,637
-26
-0.5% -$1.33K ﹤0.01% 3692
2024
Q4 		$289K Buy
+5,663
New +$291K ﹤0.01% 3741
2024
Q3 		– Sell
-4,652
Closed -$238K – 3960
2024
Q2 		$238K Sell
4,652
-238
-5% -$12.1K ﹤0.01% 3656
2024
Q1 		$251K Sell
4,890
-2,046
-29% -$105K ﹤0.01% 3633
2023
Q4 		$358K Sell
6,936
-2,590
-27% -$129K ﹤0.01% 3564
2023
Q3 		$466K Buy
9,526
+4,576
+92% +$230K ﹤0.01% 3435
2023
Q2 		$251K Sell
4,950
-1,120
-18% -$56.8K ﹤0.01% 3662
2023
Q1 		$309K Sell
6,070
-210
-3% -$10.7K ﹤0.01% 3606
2022
Q4 		$315K Sell
6,280
-2,662
-30% -$132K ﹤0.01% 3569
2022
Q3 		$435K Sell
8,942
-688
-7% -$35K ﹤0.01% 3447
2022
Q2 		$488K Sell
9,630
-1,807
-16% -$92.6K ﹤0.01% 3399
2022
Q1 		$606K Sell
11,437
-1,255
-10% -$69.1K ﹤0.01% 3411
2021
Q4 		$723K Buy
12,692
+2,408
+23% +$137K ﹤0.01% 3390
2021
Q3 		$584K Hold
10,284
– – ﹤0.01% 3350
2021
Q2 		$589K Sell
10,284
-3,542
-26% -$202K ﹤0.01% 3397
2021
Q1 		$780K Buy
13,826
+3,005
+28% +$170K ﹤0.01% 3233
2020
Q4 		$613K Buy
10,821
+537
+5% +$30.1K ﹤0.01% 3265
2020
Q3 		$572K Sell
10,284
-125
-1% -$6.97K ﹤0.01% 3197
2020
Q2 		$573K Hold
10,409
– – ﹤0.01% 3150
2020
Q1 		$563K Hold
10,409
– – ﹤0.01% 3071
2019
Q4 		$578K Sell
10,409
-5,224
-33% -$290K ﹤0.01% 3284
2019
Q3 		$868K Buy
15,633
+5,180
+50% +$287K ﹤0.01% 3076
2019
Q2 		$572K Buy
10,453
+1,100
+12% +$59.7K ﹤0.01% 3282
2019
Q1 		$504K Buy
9,353
+3,627
+63% +$192K ﹤0.01% 3287
2018
Q4 		$301K Buy
5,726
+4,565
+393% +$238K ﹤0.01% 3347
2018
Q3 		$60.6M Buy
+1,161
New +$61.2K 0.02% 656

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Ameriprise's FMB Position: Q2 2025 in Review

Ameriprise sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 5,637 shares — an estimated $284K sold.

Ameriprise first reported a position in FMB in Q3 2018 and held it in 26 quarters. The position peaked at $60.6M in Q3 2018. 298 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

  • Ameriprise reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Ameriprise sold 5,637 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $284K.
  • Ameriprise first reported a position in First Trust Managed Municipal ETF in Q3 2018 and held it in 26 quarters.
  • Ameriprise's First Trust Managed Municipal ETF position peaked at $60.6M in Q3 2018.
  • 298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Ameriprise's 13F filing for Q2 2025, filed 14 Aug 2025.