Bowman & Company’s First Trust Managed Municipal ETF FMB Stock Holding History

Bowman & Company’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 Q4	$310K	Sell	6,068 -294	-5%	-$15K	0.13%	101
2025 Q3	$323K	Sell	6,362 -395	-6%	-$19.7K	0.14%	97
2025 Q2	$337K	Sell	6,757 -517	-7%	-$25.7K	0.15%	93
2025 Q1	$367K	Sell	7,274 -90	-1%	-$4.59K	0.18%	86
2024 Q4	$376K	Sell	7,364 -133	-2%	-$6.84K	0.19%	82
2024 Q3	$390K	Buy	7,497 +19	+0.3%	+$981	0.2%	82
2024 Q2	$382K	Sell	7,478 -1,082	-13%	-$55.2K	0.22%	80
2024 Q1	$440K	Buy	8,560 +929	+12%	+$47.8K	0.27%	75
2023 Q4	$394K	Buy	+7,631	New	+$380K	0.27%	69
2023 Q1	–	Sell	-22,907	Closed	-$1.15M	–	90
2022 Q4	$1.15M	Buy	22,907 +8,228	+56%	+$408K	0.89%	28
2022 Q3	$715K	Buy	14,679 +79	+0.5%	+$4.01K	0.65%	31
2022 Q2	$739K	Buy	+14,600	New	+$748K	0.65%	35

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Bowman & Company's FMB Position: Q4 2025 in Review

Bowman & Company reduced its First Trust Managed Municipal ETF (FMB) stake by 4.6% in Q4 2025, selling an estimated $15K and leaving 6,068 shares worth $310K. The position accounts for 0.13% of the portfolio, ranked #101.

Bowman & Company first reported a position in FMB in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.15M in Q4 2022. 307 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

Bowman & Company held 6,068 shares of First Trust Managed Municipal ETF worth $310K as of Q4 2025.
Bowman & Company sold 294 First Trust Managed Municipal ETF shares in Q4 2025, an estimated $15K.
First Trust Managed Municipal ETF made up 0.13% of Bowman & Company's portfolio in Q4 2025, its #101 holding.
Bowman & Company first reported a position in First Trust Managed Municipal ETF in Q2 2022 and has held it in 12 quarters since.
Bowman & Company's First Trust Managed Municipal ETF position peaked at $1.15M in Q4 2022.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.