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	–	355
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 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

Total Investment Management's FMB Position: Q3 2025 in Review

Total Investment Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 532 shares — an estimated $26.5K sold.

Total Investment Management first reported a position in FMB in Q4 2022 and held it in 7 quarters. The position peaked at $303K in Q1 2024. 283 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

Total Investment Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 532 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $26.5K.
Total Investment Management first reported a position in First Trust Managed Municipal ETF in Q4 2022 and held it in 7 quarters.
Total Investment Management's First Trust Managed Municipal ETF position peaked at $303K in Q1 2024.
283 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.