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	–	440
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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return