BF
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BOK Financial’s First Trust Managed Municipal ETF FMB Stock Holding History

BOK Financial’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
-2,600
Closed -$130K – 1120
2025
Q2 		$130K Sell
2,600
-1,301
-33% -$64.7K ﹤0.01% 743
2025
Q1 		$197K Buy
+3,901
New +$199K ﹤0.01% 707

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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BOK Financial's FMB Position: Q3 2025 in Review

BOK Financial sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 2,600 shares — an estimated $130K sold.

BOK Financial first reported a position in FMB in Q1 2025 and held it in 2 quarters. The position peaked at $197K in Q1 2025. 283 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

  • BOK Financial reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • BOK Financial sold 2,600 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $130K.
  • BOK Financial first reported a position in First Trust Managed Municipal ETF in Q1 2025 and held it in 2 quarters.
  • BOK Financial's First Trust Managed Municipal ETF position peaked at $197K in Q1 2025.
  • 283 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.