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GGM Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

GGM Wealth Advisors’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 		$2.72M Buy
54,637
+19,537
+56% +$996K 1.51% 19
2024
Q4 		$1.79M Sell
35,100
-14,561
-29% -$749K 0.94% 31
2024
Q3 		$2.58M Buy
49,661
+1,815
+4% +$93.7K 1.11% 23
2024
Q2 		$2.44M Buy
47,846
+17,200
+56% +$877K 1.12% 24
2024
Q1 		$1.57M Hold
30,646
– – 0.73% 36
2023
Q4 		$1.57M Buy
30,646
+745
+2% +$37.1K 0.65% 35
2023
Q3 		$1.46M Buy
29,901
+225
+0.8% +$11.3K 0.63% 36
2023
Q2 		$1.5M Hold
29,676
– – 0.61% 35
2023
Q1 		$1.51M Buy
29,676
+3,276
+12% +$167K 0.86% 28
2022
Q4 		$1.34M Sell
26,400
-3,480
-12% -$173K 0.69% 34
2022
Q3 		$1.44M Sell
29,880
-8,210
-22% -$417K 0.78% 31
2022
Q2 		$1.95M Sell
38,090
-100
-0.3% -$5.12K 1.09% 22
2022
Q1 		$1.98M Buy
38,190
+124
+0.3% +$6.83K 0.99% 22
2021
Q4 		$2.15M Buy
38,066
+24,218
+175% +$1.38M 1.71% 13
2021
Q3 		$782K Sell
13,848
-12,232
-47% -$702K 0.62% 35
2021
Q2 		$1.5M Sell
26,080
-9,830
-27% -$561K 1.28% 20
2021
Q1 		$2.04M Hold
35,910
– – 1.63% 16
2020
Q4 		$2.04M Buy
+35,910
New +$2.01M 2.01% 12

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 $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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GGM Wealth Advisors's FMB Position: Q1 2025 in Review

GGM Wealth Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 56% in Q1 2025, buying an estimated $996K and bringing the position to 54,637 shares worth $2.72M. The position accounts for 1.51% of the portfolio, ranked #19.

GGM Wealth Advisors first reported a position in FMB in Q4 2020 and has held it in 18 quarters since. 303 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

  • GGM Wealth Advisors held 54,637 shares of First Trust Managed Municipal ETF worth $2.72M as of Q1 2025.
  • GGM Wealth Advisors bought 19,537 First Trust Managed Municipal ETF shares in Q1 2025, an estimated $996K.
  • First Trust Managed Municipal ETF made up 1.51% of GGM Wealth Advisors's portfolio in Q1 2025, its #19 holding.
  • GGM Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 18 quarters since.
  • 303 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.