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Signal Tree Financial Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Signal Tree Financial Partners’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
-6,216
Closed -$313K – 49
2025
Q1 		$313K Buy
6,216
+1,054
+20% +$53.8K 0.31% 30
2024
Q4 		$263K Buy
+5,162
New +$265K 0.31% 33

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UBS Group
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Bank of America
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Raymond James Financial
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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OIA
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Signal Tree Financial Partners's FMB Position: Q2 2025 in Review

Signal Tree Financial Partners sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 6,216 shares — an estimated $313K sold.

Signal Tree Financial Partners first reported a position in FMB in Q4 2024 and held it in 2 quarters. The position peaked at $313K in Q1 2025. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

  • Signal Tree Financial Partners reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Signal Tree Financial Partners sold 6,216 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $313K.
  • Signal Tree Financial Partners first reported a position in First Trust Managed Municipal ETF in Q4 2024 and held it in 2 quarters.
  • Signal Tree Financial Partners's First Trust Managed Municipal ETF position peaked at $313K in Q1 2025.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Signal Tree Financial Partners's 13F filing for Q2 2025, filed 15 Jul 2025.