CAM
FMB icon

Creekmur Asset Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Creekmur Asset Management’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
-66
Closed -$3.29K – 860
2025
Q2 		$3.29K Buy
+66
New +$3.28K ﹤0.01% 604

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

Creekmur Asset Management's FMB Position: Q3 2025 in Review

Creekmur Asset Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 66 shares — an estimated $3.29K sold.

Creekmur Asset Management first reported a position in FMB in Q2 2025 and held it in 1 quarter. The position peaked at $3.29K in Q2 2025. 283 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

  • Creekmur Asset Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 66 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $3.29K.
  • Creekmur Asset Management first reported a position in First Trust Managed Municipal ETF in Q2 2025 and held it in 1 quarter.
  • Creekmur Asset Management's First Trust Managed Municipal ETF position peaked at $3.29K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.