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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

AAS

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

Capital Market Strategies's FMB Position: Q4 2024 in Review

Capital Market Strategies sold out of First Trust Managed Municipal ETF (FMB) in Q4 2024, closing a stake of 4,795 shares — an estimated $249K sold.

Capital Market Strategies first reported a position in FMB in Q4 2021 and held it in 11 quarters. The position peaked at $406K in Q4 2021. 309 funds tracked by Wall St. Rank hold FMB as of Q4 2024.

Capital Market Strategies reported no remaining First Trust Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
Capital Market Strategies sold 4,795 First Trust Managed Municipal ETF shares in Q4 2024, an estimated $249K.
Capital Market Strategies first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 11 quarters.
Capital Market Strategies's First Trust Managed Municipal ETF position peaked at $406K in Q4 2021.
309 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2024.

Based on Capital Market Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.