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

Meridian 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
2024 Q4	–	Sell	-7,471	Closed	-$388K	–	642
2024 Q3	$388K	Hold	7,471	–	–	0.02%	469
2024 Q2	$381K	Buy	+7,471	New	+$381K	0.05%	202
2024 Q1	–	Sell	-7,843	Closed	-$405K	–	306
2023 Q4	$405K	Sell	7,843 -6,877	-47%	-$342K	0.03%	426
2023 Q3	$720K	Sell	14,720 -1,003	-6%	-$50.4K	0.04%	294
2023 Q2	$797K	Sell	15,723 -173	-1%	-$8.77K	0.07%	236
2023 Q1	$810K	Hold	15,896	–	–	0.07%	238
2022 Q4	$797K	Sell	15,896 -95	-0.6%	-$4.71K	0.08%	228
2022 Q3	$779K	Sell	15,991 -176	-1%	-$8.94K	0.08%	215
2022 Q2	$818K	Sell	16,167 -1,893	-10%	-$97K	0.07%	272
2022 Q1	$958K	Buy	18,060 +3,037	+20%	+$167K	0.1%	159
2021 Q4	$856K	Buy	15,023 +105	+0.7%	+$5.96K	0.09%	174
2021 Q3	$847K	Hold	14,918	–	–	0.1%	166
2021 Q2	$855K	Buy	14,918 +1,313	+10%	+$74.9K	0.11%	159
2021 Q1	$768K	Hold	13,605	–	–	0.11%	159
2020 Q4	$771K	Buy	+13,605	New	+$762K	0.12%	145

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Meridian Wealth Management's FMB Position: Q4 2024 in Review

Meridian Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q4 2024, closing a stake of 7,471 shares — an estimated $388K sold.

Meridian Wealth Management first reported a position in FMB in Q4 2020 and held it in 15 quarters. The position peaked at $958K in Q1 2022. 310 funds tracked by Wall St. Rank hold FMB as of Q4 2024.

Meridian Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
Meridian Wealth Management sold 7,471 First Trust Managed Municipal ETF shares in Q4 2024, an estimated $388K.
Meridian Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 15 quarters.
Meridian Wealth Management's First Trust Managed Municipal ETF position peaked at $958K in Q1 2022.
310 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2024.

Based on Meridian Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.