MI
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Moneywise Inc’s First Trust Managed Municipal ETF FMB Stock Holding History

Moneywise Inc’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
-11,783
Closed -$612K – 57
2024
Q3 		$612K Sell
11,783
-17,424
-60% -$900K 0.3% 43
2024
Q2 		$1.49M Sell
29,207
-6,357
-18% -$324K 0.79% 25
2024
Q1 		$1.83M Sell
35,564
-6,611
-16% -$340K 0.99% 24
2023
Q4 		$2.18M Sell
42,175
-2,595
-6% -$129K 1.25% 15
2023
Q3 		$2.19M Buy
44,770
+1,588
+4% +$79.7K 1.37% 14
2023
Q2 		$2.19M Buy
43,182
+1,165
+3% +$59.1K 1.36% 15
2023
Q1 		$2.14M Buy
42,017
+2,658
+7% +$135K 1.38% 14
2022
Q4 		$1.97M Sell
39,359
-77,698
-66% -$3.85M 1.48% 14
2022
Q3 		$5.7M Buy
117,057
+7,819
+7% +$397K 4.65% 4
2022
Q2 		$5.53M Buy
109,238
+889
+0.8% +$45.6K 4.31% 4
2022
Q1 		$5.75M Buy
108,349
+15,923
+17% +$876K 3.79% 5
2021
Q4 		$5.27M Buy
92,426
+8,802
+11% +$500K 3.38% 5
2021
Q3 		$4.75M Buy
83,624
+9,348
+13% +$537K 3.1% 9
2021
Q2 		$4.25M Buy
74,276
+168
+0.2% +$9.59K 2.9% 9
2021
Q1 		$4.18M Buy
74,108
+899
+1% +$51K 2.82% 10
2020
Q4 		$4.15M Buy
73,209
+2,582
+4% +$145K 2.97% 10
2020
Q3 		$3.93M Sell
70,627
-954
-1% -$53.2K 3.12% 9
2020
Q2 		$3.94M Buy
71,581
+2,705
+4% +$146K 3.16% 10
2020
Q1 		$3.72M Buy
68,876
+10,943
+19% +$608K 3.28% 13
2019
Q4 		$3.22M Buy
57,933
+5,250
+10% +$291K 2.42% 16
2019
Q3 		$2.93M Buy
52,683
+4,311
+9% +$239K 2.36% 15
2019
Q2 		$2.65M Buy
+48,372
New +$2.63M 2.02% 16
2019
Q1 		– Sell
-41,607
Closed -$2.19M – 39
2018
Q4 		$2.19M Sell
41,607
-2,223
-5% -$116K 2.08% 15
2018
Q3 		$2.29M Buy
43,830
+21,488
+96% +$1.13M 1.94% 16
2018
Q2 		$1.18M Buy
+22,342
New +$1.17M 1.01% 18

Other funds holding FMB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moneywise Inc's FMB Position: Q4 2024 in Review

Moneywise Inc sold out of First Trust Managed Municipal ETF (FMB) in Q4 2024, closing a stake of 11,783 shares — an estimated $612K sold.

Moneywise Inc first reported a position in FMB in Q2 2018 and held it in 25 quarters. The position peaked at $5.75M in Q1 2022. 308 funds tracked by Wall St. Rank hold FMB as of Q4 2024.

  • Moneywise Inc reported no remaining First Trust Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Moneywise Inc sold 11,783 First Trust Managed Municipal ETF shares in Q4 2024, an estimated $612K.
  • Moneywise Inc first reported a position in First Trust Managed Municipal ETF in Q2 2018 and held it in 25 quarters.
  • Moneywise Inc's First Trust Managed Municipal ETF position peaked at $5.75M in Q1 2022.
  • 308 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2024.

Based on Moneywise Inc's 13F filing for Q4 2024, filed 27 Jan 2025.