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

ORBA Wealth Advisors’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	-15,000	Closed	-$756K	–	87
2025 Q1	$756K	Buy	+15,000	New	+$765K	0.38%	49
2024 Q4	–	Sell	-12,500	Closed	-$650K	–	106
2024 Q3	$650K	Buy	+12,500	New	+$645K	0.33%	50

Other funds holding FMB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

APP

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

ORBA Wealth Advisors's FMB Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 15,000 shares — an estimated $756K sold.

ORBA Wealth Advisors first reported a position in FMB in Q3 2024 and held it in 2 quarters. The position peaked at $756K in Q1 2025. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

ORBA Wealth Advisors reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
ORBA Wealth Advisors sold 15,000 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $756K.
ORBA Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2024 and held it in 2 quarters.
ORBA Wealth Advisors's First Trust Managed Municipal ETF position peaked at $756K in Q1 2025.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.