Christopher J. Hasenberg’s First Trust Managed Municipal ETF FMB Stock Holding History

Christopher J. Hasenberg’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	$243K	Hold	4,877	–	–	0.09%	47
2025 Q1	$247K	Hold	4,877	–	–	0.1%	26
2024 Q4	$249K	Buy	4,877 +1,664	+52%	+$85.6K	0.1%	27
2024 Q3	$166K	Buy	+3,213	New	+$166K	0.07%	27

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

APP

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OIA

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

Christopher J. Hasenberg's FMB Position: Q2 2025 in Review

Christopher J. Hasenberg held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2025 at 4,877 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #47.

Christopher J. Hasenberg first reported a position in FMB in Q3 2024 and has held it in 4 quarters since. The position peaked at $249K in Q4 2024. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

Christopher J. Hasenberg held 4,877 shares of First Trust Managed Municipal ETF worth $243K as of Q2 2025.
Christopher J. Hasenberg left its First Trust Managed Municipal ETF share count unchanged in Q2 2025.
First Trust Managed Municipal ETF made up 0.09% of Christopher J. Hasenberg's portfolio in Q2 2025, its #47 holding.
Christopher J. Hasenberg first reported a position in First Trust Managed Municipal ETF in Q3 2024 and has held it in 4 quarters since.
Christopher J. Hasenberg's First Trust Managed Municipal ETF position peaked at $249K in Q4 2024.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.