FFN
FMB icon

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

Focus Financial Network’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
-11,900
Closed -$600K – 714
2025
Q1 		$600K Buy
11,900
+2
+0% +$102 0.02% 380
2024
Q4 		$607K Sell
11,898
-139
-1% -$7.15K 0.02% 377
2024
Q3 		$625K Sell
12,037
-1,357
-10% -$70.1K 0.03% 358
2024
Q2 		$690K Buy
13,394
+9,302
+227% +$475K 0.03% 330
2024
Q1 		$208K Buy
+4,092
New +$211K 0.01% 591
2023
Q4 		– Sell
-4,899
Closed -$239K – 725
2023
Q3 		$239K Sell
4,899
-98
-2% -$4.92K 0.01% 521
2023
Q2 		$253K Buy
+4,997
New +$253K 0.01% 509
2022
Q4 		– Sell
-6,424
Closed -$313K – 486
2022
Q3 		$313K Sell
6,424
-123
-2% -$6.25K 0.03% 366
2022
Q2 		$331K Buy
6,547
+281
+4% +$14.4K 0.03% 364
2022
Q1 		$333K Buy
+6,266
New +$345K 0.02% 375
2021
Q2 		– Sell
-38,905
Closed -$2.2M – 408
2021
Q1 		$2.2M Buy
38,905
+4,339
+13% +$246K 0.26% 94
2020
Q4 		$1.96M Buy
34,566
+748
+2% +$41.9K 0.17% 113
2020
Q3 		$1.88M Buy
33,818
+2,190
+7% +$122K 0.18% 120
2020
Q2 		$1.74M Buy
+31,628
New +$1.7M 0.19% 106

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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Focus Financial Network's FMB Position: Q2 2025 in Review

Focus Financial Network sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 11,900 shares — an estimated $600K sold.

Focus Financial Network first reported a position in FMB in Q2 2020 and held it in 14 quarters. The position peaked at $2.2M in Q1 2021. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

  • Focus Financial Network reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Focus Financial Network sold 11,900 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $600K.
  • Focus Financial Network first reported a position in First Trust Managed Municipal ETF in Q2 2020 and held it in 14 quarters.
  • Focus Financial Network's First Trust Managed Municipal ETF position peaked at $2.2M in Q1 2021.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Focus Financial Network's 13F filing for Q2 2025, filed 10 Jul 2025.