McCarthy & Cox’s First Trust Managed Municipal ETF FMB Stock Holding History

McCarthy & Cox’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	-18,499	Closed	-$938K	–	37
2025 Q3	$938K	Buy	18,499 +35	+0.2%	+$1.75K	0.21%	31
2025 Q2	$920K	Sell	18,464 -123	-0.7%	-$6.12K	0.24%	29
2025 Q1	$937K	Buy	+18,587	New	+$948K	0.41%	24

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 $7.29B AUM 16.22% 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

McCarthy & Cox's FMB Position: Q4 2025 in Review

McCarthy & Cox sold out of First Trust Managed Municipal ETF (FMB) in Q4 2025, closing a stake of 18,499 shares — an estimated $938K sold.

McCarthy & Cox first reported a position in FMB in Q1 2025 and held it in 3 quarters. The position peaked at $938K in Q3 2025. 306 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

McCarthy & Cox reported no remaining First Trust Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 18,499 First Trust Managed Municipal ETF shares in Q4 2025, an estimated $938K.
McCarthy & Cox first reported a position in First Trust Managed Municipal ETF in Q1 2025 and held it in 3 quarters.
McCarthy & Cox's First Trust Managed Municipal ETF position peaked at $938K in Q3 2025.
306 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.