Core Wealth Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Core Wealth Partners’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 Q3	–	Sell	-6,525	Closed	-$325K	–	186
2025 Q2	$325K	Sell	6,525 -6,715	-51%	-$334K	0.16%	114
2025 Q1	$668K	Sell	13,240 -10,656	-45%	-$543K	0.39%	63
2024 Q4	$1.22M	Buy	23,896 +2,170	+10%	+$112K	0.7%	38
2024 Q3	$1.13M	Buy	21,726 +13,681	+170%	+$706K	0.68%	38
2024 Q2	$411K	Buy	8,045 +815	+11%	+$41.6K	0.28%	79
2024 Q1	$371K	Buy	+7,230	New	+$372K	0.28%	74

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

APP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Core Wealth Partners's FMB Position: Q3 2025 in Review

Core Wealth Partners sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 6,525 shares — an estimated $325K sold.

Core Wealth Partners first reported a position in FMB in Q1 2024 and held it in 6 quarters. The position peaked at $1.22M in Q4 2024. 281 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

Core Wealth Partners reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
Core Wealth Partners sold 6,525 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $325K.
Core Wealth Partners first reported a position in First Trust Managed Municipal ETF in Q1 2024 and held it in 6 quarters.
Core Wealth Partners's First Trust Managed Municipal ETF position peaked at $1.22M in Q4 2024.
281 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on Core Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.