Running Point Capital Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Running Point Capital 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	$493K	Hold	9,646	–	–	0.13%	87
2025 Q3	$489K	Hold	9,646	–	–	0.13%	89
2025 Q2	$481K	Buy	+9,646	New	+$480K	0.13%	83
2023 Q4	–	Sell	-10,692	Closed	-$523K	–	164
2023 Q3	$523K	Hold	10,692	–	–	0.3%	53
2023 Q2	$542K	Hold	10,692	–	–	0.3%	51
2023 Q1	$545K	Hold	10,692	–	–	0.33%	49
2022 Q4	$536K	Buy	+10,692	New	+$530K	0.33%	48

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

Running Point Capital Advisors's FMB Position: Q4 2025 in Review

Running Point Capital Advisors held its First Trust Managed Municipal ETF (FMB) position steady in Q4 2025 at 9,646 shares worth $493K. The position accounts for 0.13% of the portfolio, ranked #87.

Running Point Capital Advisors first reported a position in FMB in Q4 2022 and has held it in 7 quarters since. The position peaked at $545K in Q1 2023. 307 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

Running Point Capital Advisors held 9,646 shares of First Trust Managed Municipal ETF worth $493K as of Q4 2025.
Running Point Capital Advisors left its First Trust Managed Municipal ETF share count unchanged in Q4 2025.
First Trust Managed Municipal ETF made up 0.13% of Running Point Capital Advisors's portfolio in Q4 2025, its #87 holding.
Running Point Capital Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2022 and has held it in 7 quarters since.
Running Point Capital Advisors's First Trust Managed Municipal ETF position peaked at $545K in Q1 2023.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.