JIR
FMB icon

James Investment Research’s First Trust Managed Municipal ETF FMB Stock Holding History

James Investment Research’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
Q2 		– Sell
-6,473
Closed -$326K – 340
2025
Q1 		$326K Hold
6,473
– – 0.04% 249
2024
Q4 		$330K Buy
6,473
+2,158
+50% +$111K 0.04% 259
2024
Q3 		$224K Buy
+4,315
New +$223K 0.03% 293

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

James Investment Research's FMB Position: Q2 2025 in Review

James Investment Research sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 6,473 shares — an estimated $326K sold.

James Investment Research first reported a position in FMB in Q3 2024 and held it in 3 quarters. The position peaked at $330K in Q4 2024. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

  • James Investment Research reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • James Investment Research sold 6,473 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $326K.
  • James Investment Research first reported a position in First Trust Managed Municipal ETF in Q3 2024 and held it in 3 quarters.
  • James Investment Research's First Trust Managed Municipal ETF position peaked at $330K in Q4 2024.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on James Investment Research's 13F filing for Q2 2025, filed 1 Aug 2025.