Thurston Springer Miller Herd & Titak’s First Trust Managed Municipal ETF FMB Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q3	–	Sell	-399	Closed	-$19.9K	–	827
2025 Q2	$19.9K	Buy	399 +3	+0.8%	+$149	﹤0.01%	941
2025 Q1	$20K	Buy	+396	New	+$20.2K	﹤0.01%	879

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's FMB Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 399 shares — an estimated $19.9K sold.

Thurston Springer Miller Herd & Titak first reported a position in FMB in Q1 2025 and held it in 2 quarters. The position peaked at $20K in Q1 2025. 283 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 399 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $19.9K.
Thurston Springer Miller Herd & Titak first reported a position in First Trust Managed Municipal ETF in Q1 2025 and held it in 2 quarters.
Thurston Springer Miller Herd & Titak's First Trust Managed Municipal ETF position peaked at $20K in Q1 2025.
283 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.