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B. Riley Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

B. Riley Wealth Advisors’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
-14,721
Closed -$742K – 1162
2025
Q1 		$742K Sell
14,721
-483
-3% -$24.6K 0.02% 603
2024
Q4 		$776K Buy
15,204
+10
+0.1% +$514 0.03% 539
2024
Q3 		$789K Sell
15,194
-1,486
-9% -$76.7K 0.02% 565
2024
Q2 		$852K Sell
16,680
-2,424
-13% -$124K 0.02% 594
2024
Q1 		$934K Buy
19,104
+58
+0.3% +$2.98K 0.03% 544
2023
Q4 		$984K Sell
19,046
-58
-0.3% -$2.88K 0.03% 532
2023
Q3 		$934K Sell
19,104
-1,520
-7% -$76.3K 0.03% 544
2023
Q2 		$1.05M Buy
20,624
+86
+0.4% +$4.36K 0.02% 550
2023
Q1 		$1.05M Buy
20,538
+10
+0% +$508 0.03% 528
2022
Q4 		$1.03M Sell
20,528
-5,246
-20% -$260K 0.03% 524
2022
Q3 		$1.26M Buy
25,774
+3,765
+17% +$191K 0.04% 434
2022
Q2 		$1.11M Sell
22,009
-477
-2% -$24.4K 0.05% 388
2022
Q1 		$1.19M Sell
22,486
-2,633
-10% -$145K 0.04% 430
2021
Q4 		$1.43M Buy
25,119
+891
+4% +$50.6K 0.04% 432
2021
Q3 		$1.38M Buy
24,228
+1,842
+8% +$106K 0.04% 426
2021
Q2 		$1.28M Sell
22,386
-819
-4% -$46.7K 0.04% 444
2021
Q1 		$1.31M Buy
23,205
+18,940
+444% +$1.07M 0.05% 413
2020
Q4 		$242K Buy
+4,265
New +$239K 0.01% 861

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

B. Riley Wealth Advisors's FMB Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 14,721 shares — an estimated $742K sold.

B. Riley Wealth Advisors first reported a position in FMB in Q4 2020 and held it in 18 quarters. The position peaked at $1.43M in Q4 2021. 298 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,721 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $742K.
  • B. Riley Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 18 quarters.
  • B. Riley Wealth Advisors's First Trust Managed Municipal ETF position peaked at $1.43M in Q4 2021.
  • 298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.