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

Pandora 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
Q4 		$169K Hold
3,300
– – 0.1% 89
2025
Q3 		$167K Sell
3,300
-1,279
-28% -$63.9K 0.1% 86
2025
Q2 		$228K Hold
4,579
– – 0.14% 71
2025
Q1 		$231K Buy
+4,579
New +$234K 0.15% 69

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Pandora Wealth's FMB Position: Q4 2025 in Review

Pandora Wealth held its First Trust Managed Municipal ETF (FMB) position steady in Q4 2025 at 3,300 shares worth $169K. The position accounts for 0.1% of the portfolio, ranked #89.

Pandora Wealth first reported a position in FMB in Q1 2025 and has held it in 4 quarters since. The position peaked at $231K in Q1 2025. 306 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

  • Pandora Wealth held 3,300 shares of First Trust Managed Municipal ETF worth $169K as of Q4 2025.
  • Pandora Wealth left its First Trust Managed Municipal ETF share count unchanged in Q4 2025.
  • First Trust Managed Municipal ETF made up 0.1% of Pandora Wealth's portfolio in Q4 2025, its #89 holding.
  • Pandora Wealth first reported a position in First Trust Managed Municipal ETF in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's First Trust Managed Municipal ETF position peaked at $231K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.