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Secure Asset Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Secure Asset 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 		– Sell
-34,662
Closed -$1.75M – 329
2025
Q1 		$1.75M Buy
34,662
+5,542
+19% +$283K 0.35% 94
2024
Q4 		$1.49M Buy
29,120
+1,756
+6% +$90.3K 0.23% 108
2024
Q3 		$1.42M Buy
27,364
+3,808
+16% +$197K 0.24% 107
2024
Q2 		$1.2M Buy
+23,556
New +$1.2M 0.23% 108

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Secure Asset Management's FMB Position: Q2 2025 in Review

Secure Asset Management sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 34,662 shares — an estimated $1.75M sold.

Secure Asset Management first reported a position in FMB in Q2 2024 and held it in 4 quarters. The position peaked at $1.75M in Q1 2025. 299 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

  • Secure Asset Management reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Secure Asset Management sold 34,662 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $1.75M.
  • Secure Asset Management first reported a position in First Trust Managed Municipal ETF in Q2 2024 and held it in 4 quarters.
  • Secure Asset Management's First Trust Managed Municipal ETF position peaked at $1.75M in Q1 2025.
  • 299 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.