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

National Wealth Management Group’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 Q2	–	Sell	-4,199	Closed	-$212K	–	170
2025 Q1	$212K	Sell	4,199 -1,589	-27%	-$81K	0.14%	137
2024 Q4	$295K	Sell	5,788 -1,749	-23%	-$89.9K	0.2%	106
2024 Q3	$392K	Sell	7,537 -54	-0.7%	-$2.79K	0.27%	89
2024 Q2	$388K	Hold	7,591	–	–	0.3%	79
2024 Q1	$390K	Sell	7,591 -167	-2%	-$8.59K	0.3%	87
2023 Q4	$401K	Sell	7,758 -157	-2%	-$7.81K	0.39%	80
2023 Q3	$387K	Sell	7,915 -49	-0.6%	-$2.46K	0.42%	78
2023 Q2	$401K	Sell	7,964 -180	-2%	-$9.13K	0.42%	77
2023 Q1	$414K	Sell	8,144 -699	-8%	-$35.5K	0.47%	67
2022 Q4	$443K	Sell	8,843 -380	-4%	-$18.8K	0.53%	61
2022 Q3	$449K	Sell	9,223 -3,103	-25%	-$158K	0.58%	46
2022 Q2	$624K	Sell	12,326 -1,569	-11%	-$80.4K	0.79%	34
2022 Q1	$737K	Sell	13,895 -580	-4%	-$31.9K	0.71%	45
2021 Q4	$825K	Buy	+14,475	New	+$822K	0.77%	39

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

National Wealth Management Group's FMB Position: Q2 2025 in Review

National Wealth Management Group sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 4,199 shares — an estimated $212K sold.

National Wealth Management Group first reported a position in FMB in Q4 2021 and held it in 14 quarters. The position peaked at $825K in Q4 2021. 298 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

National Wealth Management Group reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
National Wealth Management Group sold 4,199 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $212K.
National Wealth Management Group first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 14 quarters.
National Wealth Management Group's First Trust Managed Municipal ETF position peaked at $825K in Q4 2021.
298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on National Wealth Management Group's 13F filing for Q2 2025, filed 25 Sep 2025.