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Dopkins Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Dopkins Wealth 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
-3,876
Closed -$201K – 87
2024
Q3 		$201K Buy
+3,876
New +$200K 0.16% 62

Other funds holding FMB

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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Dopkins Wealth Management's FMB Position: Q4 2024 in Review

Dopkins Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q4 2024, closing a stake of 3,876 shares — an estimated $201K sold.

Dopkins Wealth Management first reported a position in FMB in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 309 funds tracked by Wall St. Rank hold FMB as of Q4 2024.

  • Dopkins Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Dopkins Wealth Management sold 3,876 First Trust Managed Municipal ETF shares in Q4 2024, an estimated $201K.
  • Dopkins Wealth Management first reported a position in First Trust Managed Municipal ETF in Q3 2024 and held it in 1 quarter.
  • Dopkins Wealth Management's First Trust Managed Municipal ETF position peaked at $201K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2024.

Based on Dopkins Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.