Avantax Advisory Services’s First Trust Managed Municipal ETF FMB Stock Holding History

Avantax 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
2025 Q2	$6.44M	Sell	129,342 -492,275	-79%	-$24.5M	0.04%	369
2025 Q1	$31.3M	Buy	621,617 +16,676	+3%	+$851K	0.19%	87
2024 Q4	$30.9M	Buy	604,941 +2,306	+0.4%	+$119K	0.19%	78
2024 Q3	$31.3M	Buy	602,635 +17,914	+3%	+$925K	0.21%	77
2024 Q2	$29.9M	Buy	584,721 +59,750	+11%	+$3.05M	0.21%	70
2024 Q1	$27M	Buy	524,971 +161,642	+44%	+$8.32M	0.24%	63
2023 Q4	$18.8M	Sell	363,329 -25,493	-7%	-$1.27M	0.19%	89
2023 Q3	$19M	Sell	388,822 -3,347	-0.9%	-$168K	0.21%	75
2023 Q2	$19.9M	Sell	392,169 -11,238	-3%	-$570K	0.23%	75
2023 Q1	$20.5M	Buy	403,407 +14,481	+4%	+$736K	0.25%	59
2022 Q4	$19.5M	Buy	388,926 +8,463	+2%	+$420K	0.26%	56
2022 Q3	$18.5M	Sell	380,463 -16,994	-4%	-$863K	0.28%	49
2022 Q2	$20.1M	Sell	397,457 -22,688	-5%	-$1.16M	0.3%	47
2022 Q1	$22.3M	Buy	420,145 +16,973	+4%	+$934K	0.31%	45
2021 Q4	$23M	Buy	403,172 +13,247	+3%	+$753K	0.35%	39
2021 Q3	$22.1M	Buy	389,925 +9,452	+2%	+$543K	0.37%	36
2021 Q2	$21.8M	Buy	380,473 +12,625	+3%	+$720K	0.4%	38
2021 Q1	$20.8M	Buy	367,848 +2,355	+0.6%	+$134K	0.45%	31
2020 Q4	$20.8M	Sell	365,493 -42,593	-10%	-$2.39M	0.49%	28
2020 Q3	$22.7M	Buy	408,086 +68,497	+20%	+$3.82M	0.36%	47
2020 Q2	$18.7M	Buy	339,589 +18,286	+6%	+$985K	0.54%	27
2020 Q1	$17.4M	Sell	321,303 -15,137	-4%	-$841K	0.52%	26
2019 Q4	$18.7M	Buy	336,440 +54,839	+19%	+$3.04M	0.43%	31
2019 Q3	$15.7M	Buy	281,601 +29,932	+12%	+$1.66M	0.63%	16
2019 Q2	$13.8M	Buy	251,669 +137,159	+120%	+$7.45M	0.61%	17
2019 Q1	$6.17M	Buy	+114,510	New	+$6.08M	0.33%	35

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

Avantax Advisory Services's FMB Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Managed Municipal ETF (FMB) stake by 79% in Q2 2025, selling an estimated $24.5M and leaving 129,342 shares worth $6.44M. The position accounts for 0.04% of the portfolio, ranked #369.

Avantax Advisory Services first reported a position in FMB in Q1 2019 and has held it in 26 quarters since. The position peaked at $31.3M in Q1 2025. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

Avantax Advisory Services held 129,342 shares of First Trust Managed Municipal ETF worth $6.44M as of Q2 2025.
Avantax Advisory Services sold 492,275 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $24.5M.
First Trust Managed Municipal ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #369 holding.
Avantax Advisory Services first reported a position in First Trust Managed Municipal ETF in Q1 2019 and has held it in 26 quarters since.
Avantax Advisory Services's First Trust Managed Municipal ETF position peaked at $31.3M in Q1 2025.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.