Prime Capital Investment Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Prime Capital Investment 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 Q4	–	Sell	-8,272	Closed	-$419K	–	1057
2025 Q3	$419K	Sell	8,272 -443	-5%	-$22.1K	0.01%	695
2025 Q2	$434K	Sell	8,715 -1	-0%	-$50	0.01%	654
2025 Q1	$439K	Sell	8,716 -1,673	-16%	-$85.3K	0.01%	713
2024 Q4	$530K	Sell	10,389 -185	-2%	-$9.51K	0.01%	553
2024 Q3	$549K	Sell	10,574 -1,001	-9%	-$51.7K	0.01%	562
2024 Q2	$591K	Sell	11,575 -390	-3%	-$19.9K	0.01%	542
2024 Q1	$615K	Buy	11,965 +2	+0%	+$103	0.01%	568
2023 Q4	$618K	Hold	11,963	–	–	0.01%	534
2023 Q3	$585K	Hold	11,963	–	–	0.01%	437
2023 Q2	$606K	Buy	+11,963	New	+$607K	0.01%	439

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 $445B AUM 25.58% 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 $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 $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Prime Capital Investment Advisors's FMB Position: Q4 2025 in Review

Prime Capital Investment Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q4 2025, closing a stake of 8,272 shares — an estimated $419K sold.

Prime Capital Investment Advisors first reported a position in FMB in Q2 2023 and held it in 10 quarters. The position peaked at $618K in Q4 2023. 307 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

Prime Capital Investment Advisors reported no remaining First Trust Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 8,272 First Trust Managed Municipal ETF shares in Q4 2025, an estimated $419K.
Prime Capital Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2023 and held it in 10 quarters.
Prime Capital Investment Advisors's First Trust Managed Municipal ETF position peaked at $618K in Q4 2023.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.