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Tempus Wealth Planning’s First Trust Managed Municipal ETF FMB Stock Holding History

Tempus Wealth Planning’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
-4,936
Closed -$249K – 267
2025
Q1 		$249K Sell
4,936
-1,948
-28% -$99.4K 0.07% 221
2024
Q4 		$351K Sell
6,884
-500
-7% -$25.7K 0.11% 174
2024
Q3 		$384K Sell
7,384
-1,927
-21% -$99.5K 0.14% 150
2024
Q2 		$475K Sell
9,311
-1,303
-12% -$66.5K 0.2% 114
2024
Q1 		$545K Sell
10,614
-593
-5% -$30.5K 0.24% 107
2023
Q4 		$579K Sell
11,207
-269
-2% -$13.4K 0.25% 93
2023
Q3 		$561K Sell
11,476
-71
-0.6% -$3.56K 0.28% 79
2023
Q2 		$585K Buy
11,547
+541
+5% +$27.4K 0.26% 98
2023
Q1 		$561K Buy
11,006
+1,461
+15% +$74.3K 0.27% 90
2022
Q4 		$478K Buy
9,545
+2,043
+27% +$101K 0.29% 97
2022
Q3 		$365K Buy
+7,502
New +$381K 0.24% 111

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

Tempus Wealth Planning's FMB Position: Q2 2025 in Review

Tempus Wealth Planning sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 4,936 shares — an estimated $249K sold.

Tempus Wealth Planning first reported a position in FMB in Q3 2022 and held it in 11 quarters. The position peaked at $585K in Q2 2023. 298 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

  • Tempus Wealth Planning reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 4,936 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $249K.
  • Tempus Wealth Planning first reported a position in First Trust Managed Municipal ETF in Q3 2022 and held it in 11 quarters.
  • Tempus Wealth Planning's First Trust Managed Municipal ETF position peaked at $585K in Q2 2023.
  • 298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Tempus Wealth Planning's 13F filing for Q2 2025, filed 17 Jul 2025.