Capital Market Strategies’s First Trust Managed Municipal ETF FMB Stock Holding History

Capital Market Strategies’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
2024 Q4	–	Sell	-4,795	Closed	-$249K	–	161
2024 Q3	$249K	Sell	4,795 -100	-2%	-$5.16K	0.15%	129
2024 Q2	$250K	Hold	4,895	–	–	0.16%	127
2024 Q1	$251K	Hold	4,895	–	–	0.19%	117
2023 Q4	$253K	Sell	4,895 -1,100	-18%	-$54.7K	0.22%	117
2023 Q3	$291K	Sell	5,995 -245	-4%	-$12.3K	0.29%	87
2023 Q2	$316K	Buy	+6,240	New	+$316K	0.29%	86
2023 Q1	–	Sell	-6,240	Closed	-$313K	–	69
2022 Q4	$313K	Hold	6,240	–	–	0.34%	80
2022 Q3	$304K	Sell	6,240 -893	-13%	-$45.4K	0.34%	86
2022 Q2	$361K	Hold	7,133	–	–	0.38%	70
2022 Q1	$378K	Hold	7,133	–	–	0.33%	84
2021 Q4	$406K	Buy	+7,133	New	+$405K	0.33%	78

Other funds holding FMB

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

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

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

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

Royal Bank of Canada

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