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

Coppell Advisory Solutions’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 Q1	–	Sell	-4,361	Closed	-$223K	–	870
2024 Q4	$223K	Buy	4,361 +3,535	+428%	+$182K	0.03%	259
2024 Q3	$42.9K	Sell	826 -826	-50%	-$42.6K	0.01%	599
2024 Q2	$84.4K	Buy	+1,652	New	+$84.3K	0.01%	394
2023 Q4	$56.1K	Buy	1,085 +1,055	+3,517%	+$52.5K	0.01%	468
2023 Q3	$1.5K	Sell	30 -1,429	-98%	-$71.8K	﹤0.01%	893
2023 Q2	$73.8K	Buy	+1,459	New	+$74K	0.02%	305
2023 Q1	–	Sell	-30	Closed	-$1.5K	–	521
2022 Q4	$1.5K	Buy	+30	New	+$1.49K	﹤0.01%	894

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MMA

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

APP

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

AAS

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

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

Coppell Advisory Solutions's FMB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Managed Municipal ETF (FMB) in Q1 2025, closing a stake of 4,361 shares — an estimated $223K sold.

Coppell Advisory Solutions first reported a position in FMB in Q4 2022 and held it in 7 quarters. The position peaked at $223K in Q4 2024. 302 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Trust Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 4,361 First Trust Managed Municipal ETF shares in Q1 2025, an estimated $223K.
Coppell Advisory Solutions first reported a position in First Trust Managed Municipal ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's First Trust Managed Municipal ETF position peaked at $223K in Q4 2024.
302 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.