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

Naviter Wealth’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	-47,616	Closed	-$2.4M	–	289
2025 Q1	$2.4M	Buy	47,616 +5,532	+13%	+$282K	0.29%	90
2024 Q4	$2.15M	Buy	42,084 +4,805	+13%	+$247K	0.26%	105
2024 Q3	$1.94M	Buy	37,279 +18,454	+98%	+$953K	0.27%	109
2024 Q2	$961K	Buy	18,825 +1,667	+10%	+$85K	0.14%	161
2024 Q1	$881K	Buy	+17,158	New	+$883K	0.14%	165

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

Naviter Wealth's FMB Position: Q2 2025 in Review

Naviter Wealth sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 47,616 shares — an estimated $2.4M sold.

Naviter Wealth first reported a position in FMB in Q1 2024 and held it in 5 quarters. The position peaked at $2.4M in Q1 2025. 299 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

Naviter Wealth reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
Naviter Wealth sold 47,616 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $2.4M.
Naviter Wealth first reported a position in First Trust Managed Municipal ETF in Q1 2024 and held it in 5 quarters.
Naviter Wealth's First Trust Managed Municipal ETF position peaked at $2.4M in Q1 2025.
299 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.