TC
FMB icon

TownSquare Capital’s First Trust Managed Municipal ETF FMB Stock Holding History

TownSquare Capital’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
-15,640
Closed -$789K – 956
2025
Q1 		$789K Sell
15,640
-348
-2% -$17.7K 0.01% 938
2024
Q4 		$816K Buy
15,988
+5,497
+52% +$283K 0.01% 845
2024
Q3 		$545K Buy
+10,491
New +$542K 0.01% 933

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

TownSquare Capital's FMB Position: Q2 2025 in Review

TownSquare Capital sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 15,640 shares — an estimated $789K sold.

TownSquare Capital first reported a position in FMB in Q3 2024 and held it in 3 quarters. The position peaked at $816K in Q4 2024. 299 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

  • TownSquare Capital reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 15,640 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $789K.
  • TownSquare Capital first reported a position in First Trust Managed Municipal ETF in Q3 2024 and held it in 3 quarters.
  • TownSquare Capital's First Trust Managed Municipal ETF position peaked at $816K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.