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

Lionshead 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
Q1 		– Sell
-5,098
Closed -$260K – 100
2024
Q4 		$260K Buy
+5,098
New +$262K 0.19% 93

Other funds holding FMB

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $7.29B AUM 16.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $570B AUM 27.57% 1-Year Est. Return

Lionshead Wealth Management's FMB Position: Q1 2025 in Review

Lionshead Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q1 2025, closing a stake of 5,098 shares — an estimated $260K sold.

Lionshead Wealth Management first reported a position in FMB in Q4 2024 and held it in 1 quarter. The position peaked at $260K in Q4 2024. 302 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

  • Lionshead Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 5,098 First Trust Managed Municipal ETF shares in Q1 2025, an estimated $260K.
  • Lionshead Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's First Trust Managed Municipal ETF position peaked at $260K in Q4 2024.
  • 302 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.