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

TD 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 		– Sell
-312
Closed -$15.7K – 730
2025
Q1 		$15.7K Buy
312
+2
+0.6% +$102 ﹤0.01% 275
2024
Q4 		$15.8K Buy
+310
New +$15.9K ﹤0.01% 263

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

TD Capital Management sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 312 shares — an estimated $15.7K sold.

TD Capital Management first reported a position in FMB in Q4 2024 and held it in 2 quarters. The position peaked at $15.8K in Q4 2024. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

  • TD Capital Management reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • TD Capital Management sold 312 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $15.7K.
  • TD Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2024 and held it in 2 quarters.
  • TD Capital Management's First Trust Managed Municipal ETF position peaked at $15.8K in Q4 2024.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on TD Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.