Sebold Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Sebold Capital 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 Q2	$1.3M	Sell	26,146 -27,887	-52%	-$1.39M	0.8%	26
2025 Q1	$2.72M	Buy	54,033 +1,785	+3%	+$91K	1.79%	18
2024 Q4	$2.67M	Buy	52,248 +2,817	+6%	+$145K	1.79%	19
2024 Q3	$2.57M	Buy	49,431 +1,072	+2%	+$55.3K	1.69%	20
2024 Q2	$2.47M	Buy	48,359 +13,803	+40%	+$704K	1.71%	17
2024 Q1	$1.77M	Buy	34,556 +806	+2%	+$41.5K	1.2%	22
2023 Q4	$1.74M	Sell	33,750 -20,768	-38%	-$1.03M	1.29%	22
2023 Q3	$2.66M	Buy	54,518 +788	+1%	+$39.6K	2.18%	12
2023 Q2	$2.72M	Sell	53,730 -6,697	-11%	-$340K	2.17%	12
2023 Q1	$3.08M	Buy	60,427 +2,585	+4%	+$131K	2.43%	12
2022 Q4	$2.9M	Buy	+57,842	New	+$2.87M	2.38%	12

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Sebold Capital Management's FMB Position: Q2 2025 in Review

Sebold Capital Management reduced its First Trust Managed Municipal ETF (FMB) stake by 52% in Q2 2025, selling an estimated $1.39M and leaving 26,146 shares worth $1.3M. The position accounts for 0.8% of the portfolio, ranked #26.

Sebold Capital Management first reported a position in FMB in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.08M in Q1 2023. 298 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

Sebold Capital Management held 26,146 shares of First Trust Managed Municipal ETF worth $1.3M as of Q2 2025.
Sebold Capital Management sold 27,887 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $1.39M.
First Trust Managed Municipal ETF made up 0.8% of Sebold Capital Management's portfolio in Q2 2025, its #26 holding.
Sebold Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's First Trust Managed Municipal ETF position peaked at $3.08M in Q1 2023.
298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.