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Continuum Advisory’s First Trust Managed Municipal ETF FMB Stock Holding History

Continuum Advisory’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
-1,016
Closed -$51.2K – 801
2025
Q1 		$51.2K Hold
1,016
– – 0.01% 671
2024
Q4 		$51.8K Hold
1,016
– – 0.01% 657
2024
Q3 		$52.1K Buy
1,016
+154
+18% +$7.95K 0.01% 651
2024
Q2 		$44K Hold
862
– – 0.01% 635
2024
Q1 		$44.2K Buy
+862
New +$44.4K 0.01% 623

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
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

Continuum Advisory's FMB Position: Q2 2025 in Review

Continuum Advisory sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 1,016 shares — an estimated $51.2K sold.

Continuum Advisory first reported a position in FMB in Q1 2024 and held it in 5 quarters. The position peaked at $52.1K in Q3 2024. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

  • Continuum Advisory reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,016 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $51.2K.
  • Continuum Advisory first reported a position in First Trust Managed Municipal ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's First Trust Managed Municipal ETF position peaked at $52.1K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.