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Financial Advocates Investment Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-47,536
Closed -$2.37M – 244
2025
Q2 		$2.37M Sell
47,536
-37,187
-44% -$1.85M 0.19% 116
2025
Q1 		$4.27M Sell
84,723
-8,861
-9% -$452K 0.3% 74
2024
Q4 		$4.77M Sell
93,584
-15,480
-14% -$796K 0.27% 80
2024
Q3 		$5.67M Sell
109,064
-1,842
-2% -$95.1K 0.32% 72
2024
Q2 		$5.66M Sell
110,906
-10,164
-8% -$519K 0.35% 59
2024
Q1 		$6.22M Buy
121,070
+15,240
+14% +$784K 0.36% 66
2023
Q4 		$5.47M Sell
105,830
-5,863
-5% -$292K 0.36% 67
2023
Q3 		$5.46M Sell
111,693
-8,018
-7% -$403K 0.39% 68
2023
Q2 		$6.07M Buy
119,711
+31,110
+35% +$1.58M 0.43% 55
2023
Q1 		$4.51M Buy
88,601
+4,361
+5% +$222K 0.32% 71
2022
Q4 		$4.22M Buy
84,240
+273
+0.3% +$13.5K 0.31% 79
2022
Q3 		$4.1M Buy
83,967
+22,203
+36% +$1.13M 0.34% 77
2022
Q2 		$3.13M Sell
61,764
-39,740
-39% -$2.04M 0.25% 96
2022
Q1 		$5.39M Buy
101,504
+5,705
+6% +$314K 0.35% 67
2021
Q4 		$5.43M Buy
95,799
+18,874
+25% +$1.07M 0.34% 65
2021
Q3 		$4.37M Buy
76,925
+13,547
+21% +$778K 0.29% 83
2021
Q2 		$3.63M Buy
63,378
+13,935
+28% +$795K 0.24% 98
2021
Q1 		$2.79M Buy
49,443
+4,622
+10% +$262K 0.2% 117
2020
Q4 		$2.54M Buy
44,821
+2,805
+7% +$157K 0.17% 134
2020
Q3 		$2.34M Buy
42,016
+3,257
+8% +$182K 0.2% 102
2020
Q2 		$2.13M Buy
38,759
+7,357
+23% +$396K 0.2% 118
2020
Q1 		$1.7M Buy
31,402
+5,736
+22% +$319K 0.24% 112
2019
Q4 		$1.43M Buy
25,666
+2,537
+11% +$141K 0.15% 157
2019
Q3 		$1.28M Buy
23,129
+7,599
+49% +$422K 0.15% 158
2019
Q2 		$851K Buy
15,530
+9,579
+161% +$520K 0.1% 206
2019
Q1 		$320K Buy
5,951
+1,781
+43% +$94.5K 0.04% 353
2018
Q4 		$219K Buy
+4,170
New +$217K 0.03% 391

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 $445B AUM 25.58% 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 $8.53B AUM 21.43% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Financial Advocates Investment Management's FMB Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 47,536 shares — an estimated $2.37M sold.

Financial Advocates Investment Management first reported a position in FMB in Q4 2018 and held it in 27 quarters. The position peaked at $6.22M in Q1 2024. 282 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 47,536 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $2.37M.
  • Financial Advocates Investment Management first reported a position in First Trust Managed Municipal ETF in Q4 2018 and held it in 27 quarters.
  • Financial Advocates Investment Management's First Trust Managed Municipal ETF position peaked at $6.22M in Q1 2024.
  • 282 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.