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

Pursuit Wealth Management’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	$1.38M	Buy	+27,033	New	+$1.38M	1.19%	23

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 $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 $10.2B AUM 16.58% 1-Year Est. Return

Pursuit Wealth Management's FMB Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in First Trust Managed Municipal ETF (FMB) in Q4 2025: 27,033 shares worth $1.38M. The stake represents 1.19% of the portfolio and ranks #23 among its holdings.

307 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

Pursuit Wealth Management held 27,033 shares of First Trust Managed Municipal ETF worth $1.38M as of Q4 2025.
First Trust Managed Municipal ETF was a new Pursuit Wealth Management position in Q4 2025.
First Trust Managed Municipal ETF made up 1.19% of Pursuit Wealth Management's portfolio in Q4 2025, its #23 holding.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.