AWS
FMB icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
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