MA
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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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $4.02B AUM 20% 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 $672B AUM 33.48% 1-Year Est. Return

MONECO Advisors's FMB Position: Q1 2025 in Review

MONECO Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q1 2025, closing a stake of 7,386 shares — an estimated $377K sold.

MONECO Advisors first reported a position in FMB in Q3 2021 and held it in 14 quarters. The position peaked at $1.06M in Q1 2024. 304 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

  • MONECO Advisors reported no remaining First Trust Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • MONECO Advisors sold 7,386 First Trust Managed Municipal ETF shares in Q1 2025, an estimated $377K.
  • MONECO Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2021 and held it in 14 quarters.
  • MONECO Advisors's First Trust Managed Municipal ETF position peaked at $1.06M in Q1 2024.
  • 304 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on MONECO Advisors's 13F filing for Q1 2025, filed 8 May 2025.