Financial Futures’s First Trust Managed Municipal ETF FMB Stock Holding History

Financial Futures’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 Q2	–	Sell	-4,136	Closed	-$209K	–	65
2025 Q1	$209K	Buy	+4,136	New	+$211K	0.12%	58
2022 Q2	–	Sell	-6,602	Closed	-$350K	–	51
2022 Q1	$350K	Buy	+6,602	New	+$363K	0.27%	46

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

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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Financial Futures's FMB Position: Q2 2025 in Review

Financial Futures sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 4,136 shares — an estimated $209K sold.

Financial Futures first reported a position in FMB in Q1 2022 and held it in 2 quarters. The position peaked at $350K in Q1 2022. 299 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

Financial Futures reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
Financial Futures sold 4,136 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $209K.
Financial Futures first reported a position in First Trust Managed Municipal ETF in Q1 2022 and held it in 2 quarters.
Financial Futures's First Trust Managed Municipal ETF position peaked at $350K in Q1 2022.
299 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Financial Futures's 13F filing for Q2 2025, filed 29 Jul 2025.