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Kaydan Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Kaydan Wealth 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
Q3 		– Sell
-4,626
Closed -$230K – 116
2025
Q2 		$230K Sell
4,626
-3,202
-41% -$159K 0.08% 99
2025
Q1 		$395K Sell
7,828
-171
-2% -$8.72K 0.13% 72
2024
Q4 		$408K Sell
7,999
-386
-5% -$19.9K 0.14% 71
2024
Q3 		$436K Sell
8,385
-704
-8% -$36.3K 0.13% 65
2024
Q2 		$464K Sell
9,089
-105
-1% -$5.36K 0.16% 61
2024
Q1 		$472K Sell
9,194
-60
-0.6% -$3.09K 0.16% 61
2023
Q4 		$478K Sell
9,254
-2,561
-22% -$127K 0.19% 54
2023
Q3 		$578K Sell
11,815
-2,456
-17% -$123K 0.23% 45
2023
Q2 		$723K Buy
14,271
+484
+4% +$24.5K 0.3% 39
2023
Q1 		$702K Buy
13,787
+17
+0.1% +$864 0.29% 35
2022
Q4 		$690K Sell
13,770
-246
-2% -$12.2K 0.28% 38
2022
Q3 		$683K Sell
14,016
-5,899
-30% -$300K 0.38% 36
2022
Q2 		$1.01M Sell
19,915
-4,821
-19% -$247K 0.56% 25
2022
Q1 		$1.31M Buy
24,736
+651
+3% +$35.8K 0.58% 29
2021
Q4 		$1.37M Buy
+24,085
New +$1.37M 0.52% 30

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kaydan Wealth Management's FMB Position: Q3 2025 in Review

Kaydan Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 4,626 shares — an estimated $230K sold.

Kaydan Wealth Management first reported a position in FMB in Q4 2021 and held it in 15 quarters. The position peaked at $1.37M in Q4 2021. 281 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

  • Kaydan Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Kaydan Wealth Management sold 4,626 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $230K.
  • Kaydan Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 15 quarters.
  • Kaydan Wealth Management's First Trust Managed Municipal ETF position peaked at $1.37M in Q4 2021.
  • 281 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on Kaydan Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.