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

Cresset 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
2024 Q4	–	Sell	-4,700	Closed	-$244K	–	1919
2024 Q3	$244K	Buy	+4,700	New	+$243K	﹤0.01%	1901
2024 Q1	–	Sell	-4,052	Closed	-$209K	–	1929
2023 Q4	$209K	Buy	+4,052	New	+$202K	﹤0.01%	1681
2023 Q3	–	Sell	-4,009	Closed	-$203K	–	1866
2023 Q2	$203K	Buy	+4,009	New	+$203K	﹤0.01%	1735
2022 Q2	–	Sell	-7,647	Closed	-$406K	–	997
2022 Q1	$406K	Buy	7,647 +38	+0.5%	+$2.09K	﹤0.01%	673
2021 Q4	$434K	Buy	7,609 +36	+0.5%	+$2.04K	﹤0.01%	739
2021 Q3	$430K	Buy	7,573 +36	+0.5%	+$2.07K	0.01%	693
2021 Q2	$432K	Buy	+7,537	New	+$430K	0.01%	610

Other funds holding FMB

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

Royal Bank of Canada

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