Corient Private Wealth
FMB icon

Corient Private Wealth’s First Trust Managed Municipal ETF FMB Stock Holding History

Corient Private Wealth’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
-5,190
Closed -$259K – 2600
2025
Q2 		$259K Buy
+5,190
New +$258K ﹤0.01% 2084

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Corient Private Wealth's FMB Position: Q3 2025 in Review

Corient Private Wealth sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 5,190 shares — an estimated $259K sold.

Corient Private Wealth first reported a position in FMB in Q2 2025 and held it in 1 quarter. The position peaked at $259K in Q2 2025. 282 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

  • Corient Private Wealth reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 5,190 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $259K.
  • Corient Private Wealth first reported a position in First Trust Managed Municipal ETF in Q2 2025 and held it in 1 quarter.
  • Corient Private Wealth's First Trust Managed Municipal ETF position peaked at $259K in Q2 2025.
  • 282 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.