O'Dell Group’s First Trust Managed Municipal ETF FMB Stock Holding History

O'Dell 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
2024 Q4	–	Sell	-5,670	Closed	-$295K	–	107
2024 Q3	$295K	Buy	5,670 +783	+16%	+$40.4K	0.07%	72
2024 Q2	$251K	Hold	4,887	–	–	0.06%	76
2024 Q1	$251K	Buy	4,887 +1,400	+40%	+$72K	0.06%	76
2023 Q4	$180K	Buy	+3,487	New	+$173K	0.05%	89
2023 Q3	–	Sell	-3,487	Closed	-$177K	–	209
2023 Q2	$177K	Buy	+3,487	New	+$177K	0.05%	86
2022 Q4	–	Sell	-3,487	Closed	-$170K	–	187
2022 Q3	$170K	Hold	3,487	–	–	0.06%	68
2022 Q2	$176K	Buy	3,487 +940	+37%	+$48.2K	0.06%	68
2022 Q1	$135K	Buy	2,547 +750	+42%	+$41.3K	0.04%	92
2021 Q4	$102K	Hold	1,797	–	–	0.03%	113
2021 Q3	$102K	Buy	+1,797	New	+$103K	0.03%	110

Other funds holding FMB

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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