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Eldridge Investment Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Eldridge Investment Advisors’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
Q1 		– Sell
-9,602
Closed -$490K – 160
2024
Q4 		$490K Sell
9,602
-321
-3% -$16.5K 0.11% 108
2024
Q3 		$516K Sell
9,923
-4,248
-30% -$219K 0.12% 106
2024
Q2 		$724K Sell
14,171
-6,760
-32% -$345K 0.18% 89
2024
Q1 		$1.07M Sell
20,931
-20,818
-50% -$1.07M 0.28% 77
2023
Q4 		$2.16M Sell
41,749
-15,620
-27% -$777K 0.57% 43
2023
Q3 		$2.8M Sell
57,369
-14,184
-20% -$712K 0.93% 25
2023
Q2 		$3.63M Sell
71,553
-12,629
-15% -$640K 1.19% 23
2023
Q1 		$4.29M Sell
84,182
-8,234
-9% -$419K 1.49% 17
2022
Q4 		$4.63M Sell
92,416
-42,425
-31% -$2.1M 1.62% 15
2022
Q3 		$6.57M Sell
134,841
-22,673
-14% -$1.15M 2.55% 8
2022
Q2 		$7.97M Sell
157,514
-8,048
-5% -$412K 3% 6
2022
Q1 		$8.79M Buy
165,562
+2,488
+2% +$137K 2.97% 7
2021
Q4 		$9.29M Buy
163,074
+2,982
+2% +$169K 3.07% 7
2021
Q3 		$9.09M Buy
160,092
+1,018
+0.6% +$58.5K 3.24% 8
2021
Q2 		$9.11M Buy
159,074
+2,196
+1% +$125K 3.3% 7
2021
Q1 		$8.85M Buy
156,878
+2,723
+2% +$154K 3.42% 7
2020
Q4 		$8.74M Buy
154,155
+1,631
+1% +$91.3K 3.65% 6
2020
Q3 		$8.48M Buy
152,524
+6,662
+5% +$372K 3.99% 6
2020
Q2 		$8.02M Sell
145,862
-5,118
-3% -$276K 3.99% 6
2020
Q1 		$8.16M Buy
150,980
+7,284
+5% +$405K 4.64% 5
2019
Q4 		$7.98M Buy
143,696
+6,401
+5% +$355K 3.91% 6
2019
Q3 		$7.63M Buy
137,295
+2,326
+2% +$129K 3.94% 6
2019
Q2 		$7.39M Buy
134,969
+829
+0.6% +$45K 3.94% 6
2019
Q1 		$7.22M Buy
134,140
+2,060
+2% +$109K 3.89% 6
2018
Q4 		$6.95M Buy
132,080
+1,128
+0.9% +$58.7K 4.29% 6
2018
Q3 		$6.84M Buy
130,952
+3,006
+2% +$158K 4.38% 6
2018
Q2 		$6.74M Buy
127,946
+18,221
+17% +$958K 4.77% 7
2018
Q1 		$5.77M Buy
109,725
+8,084
+8% +$427K 4.32% 8
2017
Q4 		$5.43M Buy
+101,641
New +$5.42M 4.18% 8

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eldridge Investment Advisors's FMB Position: Q1 2025 in Review

Eldridge Investment Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q1 2025, closing a stake of 9,602 shares — an estimated $490K sold.

Eldridge Investment Advisors first reported a position in FMB in Q4 2017 and held it in 29 quarters. The position peaked at $9.29M in Q4 2021. 303 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

  • Eldridge Investment Advisors reported no remaining First Trust Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • Eldridge Investment Advisors sold 9,602 First Trust Managed Municipal ETF shares in Q1 2025, an estimated $490K.
  • Eldridge Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2017 and held it in 29 quarters.
  • Eldridge Investment Advisors's First Trust Managed Municipal ETF position peaked at $9.29M in Q4 2021.
  • 303 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on Eldridge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.