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Independent Financial Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Independent Financial Group’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
2024
Q4 		– Sell
-8,137
Closed -$423K – 1187
2024
Q3 		$423K Hold
8,137
– – 0.02% 721
2024
Q2 		$415K Sell
8,137
-142
-2% -$7.24K 0.02% 677
2024
Q1 		$425K Sell
8,279
-8,395
-50% -$432K 0.02% 640
2023
Q4 		$861K Buy
16,674
+174
+1% +$8.65K 0.05% 404
2023
Q3 		$807K Hold
16,500
– – 0.05% 370
2023
Q2 		$836K Hold
16,500
– – 0.06% 353
2023
Q1 		$840K Sell
16,500
-2,724
-14% -$138K 0.07% 322
2022
Q4 		$963K Buy
19,224
+414
+2% +$20.5K 0.08% 245
2022
Q3 		$916K Buy
18,810
+161
+0.9% +$8.18K 0.08% 239
2022
Q2 		$944K Sell
18,649
-1,580
-8% -$81K 0.1% 233
2022
Q1 		$1.07M Sell
20,229
-1,025
-5% -$56.4K 0.09% 234
2021
Q4 		$1.21M Hold
21,254
– – 0.1% 212
2021
Q3 		$1.21M Buy
21,254
+2,212
+12% +$127K 0.12% 177
2021
Q2 		$1.09M Buy
19,042
+11,118
+140% +$634K 0.12% 196
2021
Q1 		$447K Buy
+7,924
New +$449K 0.06% 361
2020
Q3 		– Sell
-4,195
Closed -$231K – 517
2020
Q2 		$231K Buy
+4,195
New +$226K 0.05% 382

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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Independent Financial Group's FMB Position: Q4 2024 in Review

Independent Financial Group sold out of First Trust Managed Municipal ETF (FMB) in Q4 2024, closing a stake of 8,137 shares — an estimated $423K sold.

Independent Financial Group first reported a position in FMB in Q2 2020 and held it in 16 quarters. The position peaked at $1.21M in Q4 2021. 310 funds tracked by Wall St. Rank hold FMB as of Q4 2024.

  • Independent Financial Group reported no remaining First Trust Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 8,137 First Trust Managed Municipal ETF shares in Q4 2024, an estimated $423K.
  • Independent Financial Group first reported a position in First Trust Managed Municipal ETF in Q2 2020 and held it in 16 quarters.
  • Independent Financial Group's First Trust Managed Municipal ETF position peaked at $1.21M in Q4 2021.
  • 310 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.