TIM
FMB icon

Total Investment Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Total Investment 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
Q3 		– Sell
-532
Closed -$26.5K – 356
2025
Q2 		$26.5K Buy
+532
New +$26.5K ﹤0.01% 229
2024
Q2 		– Sell
-5,891
Closed -$303K – 69
2024
Q1 		$303K Buy
5,891
+55
+0.9% +$2.83K 0.04% 52
2023
Q4 		$301K Buy
5,836
+41
+0.7% +$2.04K 0.04% 52
2023
Q3 		$283K Buy
5,795
+40
+0.7% +$2.01K 0.04% 53
2023
Q2 		$292K Buy
5,755
+40
+0.7% +$2.03K 0.04% 55
2023
Q1 		$291K Buy
5,715
+38
+0.7% +$1.93K 0.06% 48
2022
Q4 		$284K Buy
+5,677
New +$281K 0.07% 48

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
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return