Beacon Capital Management LLC (Tennessee)’s First Trust Managed Municipal ETF FMB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-79	Closed	-$3.94K	–	439
2025 Q2	$3.94K	Buy	79 +1	+1%	+$50	﹤0.01%	801
2025 Q1	$3.96K	Hold	78	–	–	﹤0.01%	821
2024 Q4	$3.97K	Buy	78 +1	+1%	+$51	﹤0.01%	776
2024 Q3	$4.01K	Hold	77	–	–	﹤0.01%	865
2024 Q2	$3.93K	Hold	77	–	–	﹤0.01%	756
2024 Q1	$3.96K	Hold	77	–	–	﹤0.01%	750
2023 Q4	$3.76K	Hold	77	–	–	﹤0.01%	692
2023 Q3	$3.9K	Hold	77	–	–	﹤0.01%	737
2023 Q2	$3.9K	Buy	+77	New	+$3.9K	﹤0.01%	737

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s FMB Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 79 shares — an estimated $3.94K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in FMB in Q2 2023 and held it in 9 quarters. The position peaked at $4.01K in Q3 2024. 283 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 79 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $3.94K.
Beacon Capital Management LLC (Tennessee) first reported a position in First Trust Managed Municipal ETF in Q2 2023 and held it in 9 quarters.
Beacon Capital Management LLC (Tennessee)'s First Trust Managed Municipal ETF position peaked at $4.01K in Q3 2024.
283 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.