HIM
FMB icon

Hanlon Investment Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Hanlon Investment Management’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
-5,390
Closed -$275K – 175
2024
Q4 		$275K Hold
5,390
– – 0.08% 157
2024
Q3 		$280K Hold
5,390
– – 0.08% 137
2024
Q2 		$275K Hold
5,390
– – 0.08% 131
2024
Q1 		$277K Hold
5,390
– – 0.08% 126
2023
Q4 		$278K Hold
5,390
– – 0.09% 117
2023
Q3 		$263K Hold
5,390
– – 0.08% 120
2023
Q2 		$273K Hold
5,390
– – 0.08% 115
2023
Q1 		$275K Hold
5,390
– – 0.08% 111
2022
Q4 		$270K Hold
5,390
– – 0.09% 101
2022
Q3 		$263K Hold
5,390
– – 0.1% 84
2022
Q2 		$273K Hold
5,390
– – 0.07% 99
2022
Q1 		$286K Hold
5,390
– – 0.06% 102
2021
Q4 		$307K Hold
5,390
– – 0.06% 110
2021
Q3 		$306K Buy
+5,390
New +$310K 0.06% 112

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