Fidelity Investments’s First Trust Managed Municipal ETF FMB Stock Holding History

Fidelity Investments’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	-1	Closed	-$51	–	5434
2024 Q4	$51	Hold	1	–	–	﹤0.01%	5178
2024 Q3	$52	Hold	1	–	–	﹤0.01%	5167
2024 Q2	$51	Hold	1	–	–	﹤0.01%	5046
2024 Q1	$51	Hold	1	–	–	﹤0.01%	5033
2023 Q4	$52	Hold	1	–	–	﹤0.01%	5008
2023 Q3	$49	Buy	+1	New	+$50	﹤0.01%	4933
2023 Q2	–	Sell	-435	Closed	-$22.2K	–	5449
2023 Q1	$22.2K	Buy	435 +433	+21,650%	+$22K	﹤0.01%	3803
2022 Q4	$100	Sell	2 -3	-60%	-$149	﹤0.01%	4880
2022 Q3	$0	Buy	5 +2	+67%	+$102	﹤0.01%	5051
2022 Q2	$0	Sell	3 -20	-87%	-$1.02K	﹤0.01%	5113
2022 Q1	$1K	Buy	23 +22	+2,200%	+$1.21K	﹤0.01%	4787
2021 Q4	$0	Sell	1 -1	-50%	-$57	﹤0.01%	4548
2021 Q3	$0	Buy	2 +1	+100%	+$57	﹤0.01%	4577
2021 Q2	$0	Buy	+1	New	+$57	﹤0.01%	4459
2021 Q1	–	Sell	-1	Closed	–	–	4162
2020 Q4	$0	Buy	+1	New	+$56	﹤0.01%	3989
2020 Q2	–	Sell	-1	Closed	–	–	3776
2020 Q1	$0	Buy	+1	New	+$56	﹤0.01%	3825

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments's FMB Position: Q1 2025 in Review

Fidelity Investments sold out of First Trust Managed Municipal ETF (FMB) in Q1 2025, closing a stake of 1 share — an estimated $51 sold.

Fidelity Investments first reported a position in FMB in Q1 2020 and held it in 16 quarters. The position peaked at $22.2K in Q1 2023. 304 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

Fidelity Investments reported no remaining First Trust Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 First Trust Managed Municipal ETF share in Q1 2025, an estimated $51.
Fidelity Investments first reported a position in First Trust Managed Municipal ETF in Q1 2020 and held it in 16 quarters.
Fidelity Investments's First Trust Managed Municipal ETF position peaked at $22.2K in Q1 2023.
304 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.