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 $1.89T 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

One Plus One Wealth Management's FMB Position: Q3 2025 in Review

One Plus One Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 5,085 shares — an estimated $253K sold.

One Plus One Wealth Management first reported a position in FMB in Q1 2023 and held it in 10 quarters. The position peaked at $713K in Q1 2025. 283 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

One Plus One Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
One Plus One Wealth Management sold 5,085 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $253K.
One Plus One Wealth Management first reported a position in First Trust Managed Municipal ETF in Q1 2023 and held it in 10 quarters.
One Plus One Wealth Management's First Trust Managed Municipal ETF position peaked at $713K in Q1 2025.
283 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on One Plus One Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.