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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hanlon Investment Management's FMB Position: Q1 2025 in Review

Hanlon Investment Management sold out of First Trust Managed Municipal ETF (FMB) in Q1 2025, closing a stake of 5,390 shares — an estimated $275K sold.

Hanlon Investment Management first reported a position in FMB in Q3 2021 and held it in 14 quarters. The position peaked at $307K in Q4 2021. 305 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

Hanlon Investment Management reported no remaining First Trust Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
Hanlon Investment Management sold 5,390 First Trust Managed Municipal ETF shares in Q1 2025, an estimated $275K.
Hanlon Investment Management first reported a position in First Trust Managed Municipal ETF in Q3 2021 and held it in 14 quarters.
Hanlon Investment Management's First Trust Managed Municipal ETF position peaked at $307K in Q4 2021.
305 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on Hanlon Investment Management's 13F filing for Q1 2025, filed 13 May 2025.