Main Street Financial Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History

Main Street Financial Solutions’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 Q4	–	Sell	-5,356	Closed	-$272K	–	598
2025 Q3	$272K	Sell	5,356 -10,805	-67%	-$540K	0.02%	518
2025 Q2	$805K	Buy	+16,161	New	+$804K	0.06%	261
2025 Q1	–	Sell	-19,319	Closed	-$985K	–	529
2024 Q4	$985K	Buy	+19,319	New	+$994K	0.1%	168
2022 Q4	–	Sell	-8,170	Closed	-$398K	–	443
2022 Q3	$398K	Sell	8,170 -10,639	-57%	-$541K	0.07%	272
2022 Q2	$952K	Sell	18,809 -5,933	-24%	-$304K	0.12%	157
2022 Q1	$1.31M	Sell	24,742 -1,569	-6%	-$86.4K	0.19%	116
2021 Q4	$1.5M	Buy	26,311 +1	+0%	+$57	0.21%	109
2021 Q3	$1.49M	Buy	26,310 +148	+0.6%	+$8.5K	0.23%	103
2021 Q2	$1.5M	Buy	26,162 +642	+3%	+$36.6K	0.24%	97
2021 Q1	$1.44M	Sell	25,520 -12,650	-33%	-$717K	0.26%	95
2020 Q4	$2.17M	Buy	+38,170	New	+$2.14M	0.44%	52

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Main Street Financial Solutions's FMB Position: Q4 2025 in Review

Main Street Financial Solutions sold out of First Trust Managed Municipal ETF (FMB) in Q4 2025, closing a stake of 5,356 shares — an estimated $272K sold.

Main Street Financial Solutions first reported a position in FMB in Q4 2020 and held it in 11 quarters. The position peaked at $2.17M in Q4 2020. 306 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

Main Street Financial Solutions reported no remaining First Trust Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
Main Street Financial Solutions sold 5,356 First Trust Managed Municipal ETF shares in Q4 2025, an estimated $272K.
Main Street Financial Solutions first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 11 quarters.
Main Street Financial Solutions's First Trust Managed Municipal ETF position peaked at $2.17M in Q4 2020.
306 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.