TWP
FMB icon

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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $7.28B AUM 16.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return