Atria Wealth Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History

Atria Wealth Solutions’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	$717K	Buy	14,382 +1,128	+9%	+$56.1K	0.02%	770
2025 Q1	$668K	Sell	13,254 -860	-6%	-$43.9K	0.01%	1054
2024 Q4	$720K	Sell	14,114 -8,146	-37%	-$419K	0.01%	1063
2024 Q3	$1.16M	Buy	22,260 +1,170	+6%	+$60.4K	0.01%	859
2024 Q2	$1.08M	Sell	21,090 -303	-1%	-$15.5K	0.01%	865
2024 Q1	$1.1M	Buy	21,393 +2,448	+13%	+$126K	0.01%	869
2023 Q4	$979K	Sell	18,945 -1,383	-7%	-$68.8K	0.01%	874
2023 Q3	$994K	Sell	20,328 -4	-0%	-$201	0.01%	811
2023 Q2	$1.03M	Sell	20,332 -42,263	-68%	-$2.14M	0.01%	825
2023 Q1	$3.19M	Buy	62,595 +42,045	+205%	+$2.14M	0.05%	394
2022 Q4	$1.03M	Buy	20,550 +315	+2%	+$15.6K	0.02%	731
2022 Q3	$986K	Sell	20,235 -3,191	-14%	-$162K	0.02%	718
2022 Q2	$1.19M	Sell	23,426 -17,984	-43%	-$922K	0.02%	631
2022 Q1	$2.2M	Buy	+41,410	New	+$2.28M	0.04%	461

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Atria Wealth Solutions's FMB Position: Q2 2025 in Review

Atria Wealth Solutions increased its First Trust Managed Municipal ETF (FMB) stake by 8.5% in Q2 2025, buying an estimated $56.1K and bringing the position to 14,382 shares worth $717K. The position accounts for 0.02% of the portfolio, ranked #770.

Atria Wealth Solutions first reported a position in FMB in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.19M in Q1 2023. 298 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

Atria Wealth Solutions held 14,382 shares of First Trust Managed Municipal ETF worth $717K as of Q2 2025.
Atria Wealth Solutions bought 1,128 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $56.1K.
First Trust Managed Municipal ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #770 holding.
Atria Wealth Solutions first reported a position in First Trust Managed Municipal ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Managed Municipal ETF position peaked at $3.19M in Q1 2023.
298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.