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DOHJ LLC’s First Trust Managed Municipal ETF FMB Stock Holding History

DOHJ LLC’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
-85,286
Closed -$4.21M – 44
2025
Q2 		$4.21M Buy
85,286
+68,096
+396% +$3.39M 1.22% 20
2025
Q1 		$867K Buy
+17,190
New +$877K 0.2% 95

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DOHJ LLC's FMB Position: Q3 2025 in Review

DOHJ LLC sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 85,286 shares — an estimated $4.21M sold.

DOHJ LLC first reported a position in FMB in Q1 2025 and held it in 2 quarters. The position peaked at $4.21M in Q2 2025. 281 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

  • DOHJ LLC reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 85,286 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $4.21M.
  • DOHJ LLC first reported a position in First Trust Managed Municipal ETF in Q1 2025 and held it in 2 quarters.
  • DOHJ LLC's First Trust Managed Municipal ETF position peaked at $4.21M in Q2 2025.
  • 281 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.