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

Capstone Capital’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 Q2	–	Sell	-7,709	Closed	-$389K	–	23
2025 Q1	$389K	Hold	7,709	–	–	0.31%	14
2024 Q4	$393K	Hold	7,709	–	–	0.32%	14
2024 Q3	$401K	Buy	+7,709	New	+$398K	0.33%	14

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Capstone Capital's FMB Position: Q2 2025 in Review

Capstone Capital sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 7,709 shares — an estimated $389K sold.

Capstone Capital first reported a position in FMB in Q3 2024 and held it in 3 quarters. The position peaked at $401K in Q3 2024. 299 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

Capstone Capital reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
Capstone Capital sold 7,709 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $389K.
Capstone Capital first reported a position in First Trust Managed Municipal ETF in Q3 2024 and held it in 3 quarters.
Capstone Capital's First Trust Managed Municipal ETF position peaked at $401K in Q3 2024.
299 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Capstone Capital's 13F filing for Q2 2025, filed 15 Jul 2025.