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

Lifeworks 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
Q1 		– Sell
-4,550
Closed -$232K – 315
2024
Q4 		$232K Hold
4,550
– – 0.04% 272
2024
Q3 		$236K Sell
4,550
-1,675
-27% -$86.5K 0.05% 261
2024
Q2 		$318K Sell
6,225
-1,299
-17% -$66.3K 0.09% 171
2024
Q1 		$386K Buy
7,524
+10
+0.1% +$515 0.11% 149
2023
Q4 		$388K Buy
+7,514
New +$374K 0.13% 135

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
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lifeworks Advisors's FMB Position: Q1 2025 in Review

Lifeworks Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q1 2025, closing a stake of 4,550 shares — an estimated $232K sold.

Lifeworks Advisors first reported a position in FMB in Q4 2023 and held it in 5 quarters. The position peaked at $388K in Q4 2023. 304 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

  • Lifeworks Advisors reported no remaining First Trust Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 4,550 First Trust Managed Municipal ETF shares in Q1 2025, an estimated $232K.
  • Lifeworks Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2023 and held it in 5 quarters.
  • Lifeworks Advisors's First Trust Managed Municipal ETF position peaked at $388K in Q4 2023.
  • 304 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.