Creative Financial Designs’s First Trust Managed Municipal ETF FMB Stock Holding History

Creative Financial Designs’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	-839	Closed	-$41.8K	–	2075
2025 Q2	$41.8K	Hold	839	–	–	﹤0.01%	925
2025 Q1	$42.3K	Hold	839	–	–	﹤0.01%	875
2024 Q4	$42.8K	Sell	839 -2,241	-73%	-$115K	﹤0.01%	834
2024 Q3	$160K	Buy	3,080 +32	+1%	+$1.65K	0.01%	504
2024 Q2	$156K	Buy	3,048 +17	+0.6%	+$867	0.01%	486
2024 Q1	$156K	Sell	3,031 -264	-8%	-$13.6K	0.01%	480
2023 Q4	$170K	Buy	3,295 +2,688	+443%	+$134K	0.02%	420
2023 Q3	$29.7K	Sell	607 -200	-25%	-$10K	﹤0.01%	758
2023 Q2	$40.9K	Buy	+807	New	+$40.9K	﹤0.01%	682
2021 Q3	–	Sell	-234	Closed	-$13K	–	1410
2021 Q2	$13K	Hold	234	–	–	﹤0.01%	957
2021 Q1	$13K	Sell	234 -675	-74%	-$38.3K	﹤0.01%	880
2020 Q4	$52K	Buy	+909	New	+$50.9K	0.01%	505
2020 Q2	–	Sell	-163	Closed	-$9K	–	1162
2020 Q1	$9K	Buy	163 +1	+0.6%	+$56	﹤0.01%	353
2019 Q4	$9K	Buy	162 +75	+86%	+$4.16K	﹤0.01%	410
2019 Q3	$5K	Buy	87 +1	+1%	+$55	﹤0.01%	469
2019 Q2	$5K	Buy	+86	New	+$4.67K	﹤0.01%	464

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Financial Designs's FMB Position: Q3 2025 in Review

Creative Financial Designs sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 839 shares — an estimated $41.8K sold.

Creative Financial Designs first reported a position in FMB in Q2 2019 and held it in 16 quarters. The position peaked at $170K in Q4 2023. 282 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

Creative Financial Designs reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
Creative Financial Designs sold 839 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $41.8K.
Creative Financial Designs first reported a position in First Trust Managed Municipal ETF in Q2 2019 and held it in 16 quarters.
Creative Financial Designs's First Trust Managed Municipal ETF position peaked at $170K in Q4 2023.
282 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.