MA
FMB icon

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

MONECO 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
-7,386
Closed -$377K – 468
2024
Q4 		$377K Sell
7,386
-7,320
-50% -$376K 0.04% 331
2024
Q3 		$764K Sell
14,706
-2,916
-17% -$151K 0.1% 191
2024
Q2 		$900K Sell
17,622
-2,939
-14% -$150K 0.13% 158
2024
Q1 		$1.06M Buy
20,561
+3,061
+17% +$158K 0.17% 145
2023
Q4 		$904K Buy
17,500
+1,326
+8% +$66K 0.17% 143
2023
Q3 		$791K Buy
16,174
+2,849
+21% +$143K 0.21% 119
2023
Q2 		$675K Buy
13,325
+240
+2% +$12.2K 0.18% 134
2023
Q1 		$666K Sell
13,085
-1,672
-11% -$85K 0.2% 123
2022
Q4 		$739K Buy
14,757
+1,576
+12% +$78.1K 0.27% 94
2022
Q3 		$642K Sell
13,181
-365
-3% -$18.5K 0.26% 93
2022
Q2 		$686K Buy
13,546
+806
+6% +$41.3K 0.27% 90
2022
Q1 		$676K Sell
12,740
-450
-3% -$24.8K 0.25% 94
2021
Q4 		$734K Buy
13,190
+6,896
+110% +$392K 0.28% 87
2021
Q3 		$357K Buy
+6,294
New +$361K 0.14% 154

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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