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

Pineridge 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 Q3	$50.8K	Sell	1,003 -3,136	-76%	-$157K	0.01%	103
2025 Q2	$206K	Buy	4,139 +35	+0.9%	+$1.74K	0.07%	46
2025 Q1	$207K	Buy	4,104 +34	+0.8%	+$1.73K	0.08%	44
2024 Q4	$208K	Sell	4,070 -3,083	-43%	-$159K	0.08%	51
2024 Q3	$372K	Sell	7,153 -907	-11%	-$46.8K	0.14%	45
2024 Q2	$412K	Sell	8,060 -1,069	-12%	-$54.5K	0.14%	44
2024 Q1	$469K	Sell	9,129 -1,212	-12%	-$62.4K	0.16%	36
2023 Q4	$534K	Buy	+10,341	New	+$514K	0.18%	36

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

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

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

Pineridge Advisors's FMB Position: Q3 2025 in Review

Pineridge Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 76% in Q3 2025, selling an estimated $157K and leaving 1,003 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #103.

Pineridge Advisors first reported a position in FMB in Q4 2023 and has held it in 8 quarters since. The position peaked at $534K in Q4 2023. 281 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

Pineridge Advisors held 1,003 shares of First Trust Managed Municipal ETF worth $50.8K as of Q3 2025.
Pineridge Advisors sold 3,136 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $157K.
First Trust Managed Municipal ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #103 holding.
Pineridge Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's First Trust Managed Municipal ETF position peaked at $534K in Q4 2023.
281 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.