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

Intellus 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 Q4	–	Sell	-12,597	Closed	-$639K	–	137
2025 Q3	$639K	Hold	12,597	–	–	0.09%	67
2025 Q2	$628K	Hold	12,597	–	–	0.09%	71
2025 Q1	$635K	Hold	12,597	–	–	0.11%	65
2024 Q4	$643K	Buy	+12,597	New	+$648K	0.11%	64

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Intellus Advisors's FMB Position: Q4 2025 in Review

Intellus Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q4 2025, closing a stake of 12,597 shares — an estimated $639K sold.

Intellus Advisors first reported a position in FMB in Q4 2024 and held it in 4 quarters. The position peaked at $643K in Q4 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

Intellus Advisors reported no remaining First Trust Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
Intellus Advisors sold 12,597 First Trust Managed Municipal ETF shares in Q4 2025, an estimated $639K.
Intellus Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2024 and held it in 4 quarters.
Intellus Advisors's First Trust Managed Municipal ETF position peaked at $643K in Q4 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on Intellus Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.