One Plus One Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

One Plus One Wealth Management’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 Q3	–	Sell	-5,085	Closed	-$253K	–	97
2025 Q2	$253K	Sell	5,085 -9,064	-64%	-$451K	0.14%	81
2025 Q1	$713K	Buy	14,149 +1,224	+9%	+$62.4K	0.39%	52
2024 Q4	$659K	Hold	12,925	–	–	0.39%	52
2024 Q3	$672K	Buy	12,925 +2,427	+23%	+$125K	0.4%	54
2024 Q2	$536K	Buy	10,498 +947	+10%	+$48.3K	0.31%	58
2024 Q1	$491K	Hold	9,551	–	–	0.28%	62
2023 Q4	$493K	Buy	9,551 +143	+2%	+$7.11K	0.3%	55
2023 Q3	$460K	Sell	9,408 -98	-1%	-$4.92K	0.3%	55
2023 Q2	$482K	Buy	9,506 +4,621	+95%	+$234K	0.31%	54
2023 Q1	$249K	Buy	+4,885	New	+$248K	0.18%	73

Other funds holding FMB

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return