Congress Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Congress Wealth Management’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	$23.3M	Buy	468,324 +2,859	+0.6%	+$142K	0.23%	106
2025 Q1	$23.5M	Sell	465,465 -1,188	-0.3%	-$60.6K	0.28%	91
2024 Q4	$23.8M	Sell	466,653 -10,313	-2%	-$530K	0.33%	78
2024 Q3	$24.8M	Sell	476,966 -211,783	-31%	-$10.9M	0.33%	75
2024 Q2	$35.2M	Sell	688,749 -4,297	-0.6%	-$219K	0.56%	34
2024 Q1	$35.6M	Buy	693,046 +17,916	+3%	+$922K	0.61%	32
2023 Q4	$34.9M	Sell	675,130 -8,394	-1%	-$418K	0.64%	31
2023 Q3	$33.4M	Sell	683,524 -5,051	-0.7%	-$254K	0.69%	32
2023 Q2	$34.9M	Sell	688,575 -317,179	-32%	-$16.1M	0.81%	27
2023 Q1	$51.2M	Buy	1,005,754 +23,565	+2%	+$1.2M	1.24%	16
2022 Q4	$49.2M	Buy	982,189 +479,833	+96%	+$23.8M	1.27%	14
2022 Q3	$24.5M	Buy	502,356 +1,959	+0.4%	+$99.5K	0.66%	31
2022 Q2	$25.3M	Sell	500,397 -511,612	-51%	-$26.2M	0.65%	33
2022 Q1	$53.7M	Sell	1,012,009 -9,887	-1%	-$544K	1.17%	19
2021 Q4	$58.2M	Buy	+1,021,896	New	+$58M	1.16%	16

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

Congress Wealth Management's FMB Position: Q2 2025 in Review

Congress Wealth Management increased its First Trust Managed Municipal ETF (FMB) stake by 0.61% in Q2 2025, buying an estimated $142K and bringing the position to 468,324 shares worth $23.3M. The position accounts for 0.23% of the portfolio, ranked #106.

Congress Wealth Management first reported a position in FMB in Q4 2021 and has held it in 15 quarters since. The position peaked at $58.2M in Q4 2021. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

Congress Wealth Management held 468,324 shares of First Trust Managed Municipal ETF worth $23.3M as of Q2 2025.
Congress Wealth Management bought 2,859 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $142K.
First Trust Managed Municipal ETF made up 0.23% of Congress Wealth Management's portfolio in Q2 2025, its #106 holding.
Congress Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's First Trust Managed Municipal ETF position peaked at $58.2M in Q4 2021.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.