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Good Life Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Good Life 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 		– Sell
-4,009
Closed -$205K – 506
2024
Q4 		$205K Sell
4,009
-5,192
-56% -$267K 0.01% 461
2024
Q3 		$478K Sell
9,201
-580
-6% -$29.9K 0.03% 352
2024
Q2 		$499K Sell
9,781
-418
-4% -$21.3K 0.04% 261
2024
Q1 		$524K Sell
10,199
-1,563
-13% -$80.4K 0.05% 239
2023
Q4 		$608K Buy
11,762
+1,660
+16% +$82.6K 0.06% 204
2023
Q3 		$494K Buy
10,102
+1,809
+22% +$90.8K 0.06% 217
2023
Q2 		$420K Buy
+8,293
New +$421K 0.05% 247

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return

Good Life Advisors's FMB Position: Q1 2025 in Review

Good Life Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q1 2025, closing a stake of 4,009 shares — an estimated $205K sold.

Good Life Advisors first reported a position in FMB in Q2 2023 and held it in 7 quarters. The position peaked at $608K in Q4 2023. 303 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

  • Good Life Advisors reported no remaining First Trust Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • Good Life Advisors sold 4,009 First Trust Managed Municipal ETF shares in Q1 2025, an estimated $205K.
  • Good Life Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2023 and held it in 7 quarters.
  • Good Life Advisors's First Trust Managed Municipal ETF position peaked at $608K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on Good Life Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.