Prospect Financial Services’s First Trust Managed Municipal ETF FMB Stock Holding History

Prospect Financial Services’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 Q1	–	Sell	-5,215	Closed	-$266K	–	114
2024 Q4	$266K	Buy	5,215 +20	+0.4%	+$1.03K	0.15%	93
2024 Q3	$270K	Buy	5,195 +970	+23%	+$50.1K	0.17%	84
2024 Q2	$216K	Buy	+4,225	New	+$216K	0.17%	68

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Prospect Financial Services's FMB Position: Q1 2025 in Review

Prospect Financial Services sold out of First Trust Managed Municipal ETF (FMB) in Q1 2025, closing a stake of 5,215 shares — an estimated $266K sold.

Prospect Financial Services first reported a position in FMB in Q2 2024 and held it in 3 quarters. The position peaked at $270K in Q3 2024. 304 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

Prospect Financial Services reported no remaining First Trust Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
Prospect Financial Services sold 5,215 First Trust Managed Municipal ETF shares in Q1 2025, an estimated $266K.
Prospect Financial Services first reported a position in First Trust Managed Municipal ETF in Q2 2024 and held it in 3 quarters.
Prospect Financial Services's First Trust Managed Municipal ETF position peaked at $270K in Q3 2024.
304 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on Prospect Financial Services's 13F filing for Q1 2025, filed 11 Apr 2025.