Bessemer Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Bessemer Group’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 Q1	–	Sell	-493	Closed	-$25K	–	2539
2024 Q4	$25K	Hold	493	–	–	﹤0.01%	1450
2024 Q3	$26K	Buy	+493	New	+$25.5K	﹤0.01%	1464
2022 Q2	–	Sell	-3,333	Closed	-$177K	–	1918
2022 Q1	$177K	Buy	3,333 +3,124	+1,495%	+$172K	﹤0.01%	853
2021 Q4	$12K	Buy	+209	New	+$11.9K	﹤0.01%	1379

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Bessemer Group's FMB Position: Q1 2025 in Review

Bessemer Group sold out of First Trust Managed Municipal ETF (FMB) in Q1 2025, closing a stake of 493 shares — an estimated $25K sold.

Bessemer Group first reported a position in FMB in Q4 2021 and held it in 4 quarters. The position peaked at $177K in Q1 2022. 305 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

Bessemer Group reported no remaining First Trust Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
Bessemer Group sold 493 First Trust Managed Municipal ETF shares in Q1 2025, an estimated $25K.
Bessemer Group first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 4 quarters.
Bessemer Group's First Trust Managed Municipal ETF position peaked at $177K in Q1 2022.
305 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.