IF
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Intrua Financial’s First Trust Managed Municipal ETF FMB Stock Holding History

Intrua Financial’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
Q3 		– Sell
-6,456
Closed -$322K – 453
2025
Q2 		$322K Sell
6,456
-11,039
-63% -$549K 0.04% 278
2025
Q1 		$882K Sell
17,495
-3,035
-15% -$155K 0.13% 124
2024
Q4 		$1.05M Buy
20,530
+7,947
+63% +$409K 0.16% 103
2024
Q3 		$654K Buy
12,583
+1,255
+11% +$64.8K 0.1% 177
2024
Q2 		$578K Buy
11,328
+4,729
+72% +$241K 0.09% 203
2024
Q1 		$339K Sell
6,599
-2,723
-29% -$140K 0.05% 300
2023
Q4 		$482K Sell
9,322
-1,137
-11% -$56.6K 0.07% 235
2023
Q3 		$511K Buy
10,459
+1,205
+13% +$60.5K 0.09% 188
2023
Q2 		$469K Buy
9,254
+744
+9% +$37.7K 0.08% 208
2023
Q1 		$433K Buy
8,510
+362
+4% +$18.4K 0.09% 200
2022
Q4 		$420K Buy
8,148
+2,804
+52% +$139K 0.1% 203
2022
Q3 		$260K Sell
5,344
-579
-10% -$29.4K 0.07% 250
2022
Q2 		$300K Buy
5,923
+543
+10% +$27.8K 0.06% 281
2022
Q1 		$285K Buy
5,380
+800
+17% +$44K 0.05% 310
2021
Q4 		$261K Buy
+4,580
New +$260K 0.05% 322

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intrua Financial's FMB Position: Q3 2025 in Review

Intrua Financial sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 6,456 shares — an estimated $322K sold.

Intrua Financial first reported a position in FMB in Q4 2021 and held it in 15 quarters. The position peaked at $1.05M in Q4 2024. 283 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

  • Intrua Financial reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Intrua Financial sold 6,456 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $322K.
  • Intrua Financial first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 15 quarters.
  • Intrua Financial's First Trust Managed Municipal ETF position peaked at $1.05M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on Intrua Financial's 13F filing for Q3 2025, filed 29 Oct 2025.