FMP
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Financial Management Professionals’s First Trust Managed Municipal ETF FMB Stock Holding History

Financial Management Professionals’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 		– Hold
0
– – – 994
2024
Q4 		– Hold
0
– – – 983
2023
Q2 		– Sell
-2,157
Closed -$109K – 980
2023
Q1 		$110K Buy
+2,157
New +$110K 0.02% 187

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 $7.29B AUM 16.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

Financial Management Professionals's FMB Position: Q1 2025 in Review

Financial Management Professionals held its First Trust Managed Municipal ETF (FMB) position steady in Q1 2025 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Financial Management Professionals first reported a position in FMB in Q1 2023 and has held it in 1 quarter since. The position peaked at $110K in Q1 2023. 302 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

  • Financial Management Professionals held 0 shares of First Trust Managed Municipal ETF worth $3 as of Q1 2025.
  • Financial Management Professionals left its First Trust Managed Municipal ETF share count unchanged in Q1 2025.
  • First Trust Managed Municipal ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q1 2025, its #994 holding.
  • Financial Management Professionals first reported a position in First Trust Managed Municipal ETF in Q1 2023 and has held it in 1 quarter since.
  • Financial Management Professionals's First Trust Managed Municipal ETF position peaked at $110K in Q1 2023.
  • 302 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on Financial Management Professionals's 13F filing for Q1 2025, filed 10 Apr 2025.