Tucker Asset Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Tucker Asset 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 Q4	$54.3K	Buy	+1,062	New	+$54.3K	0.02%	284
2025 Q1	–	Sell	-589	Closed	-$30K	–	530
2024 Q4	$30K	Buy	589 +532	+933%	+$27.4K	﹤0.01%	460
2024 Q3	$2.96K	Hold	57	–	–	﹤0.01%	1073
2024 Q2	$2.91K	Sell	57 -194	-77%	-$9.9K	﹤0.01%	1220
2024 Q1	$12.9K	Sell	251 -124	-33%	-$6.38K	﹤0.01%	783
2023 Q4	$19.4K	Hold	375	–	–	﹤0.01%	541
2023 Q3	$18.3K	Buy	+375	New	+$18.8K	﹤0.01%	517
2022 Q2	–	Sell	-1,778	Closed	-$94.3K	–	658
2022 Q1	$94.3K	Buy	+1,778	New	+$97.9K	0.03%	48
2021 Q2	–	Sell	-355	Closed	-$20K	–	351
2021 Q1	$20K	Hold	355	–	–	0.01%	140
2020 Q4	$20.1K	Buy	+355	New	+$19.9K	0.01%	142

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Tucker Asset Management's FMB Position: Q4 2025 in Review

Tucker Asset Management opened a new position in First Trust Managed Municipal ETF (FMB) in Q4 2025: 1,062 shares worth $54.3K. The stake represents 0.02% of the portfolio and ranks #284 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in FMB as recently as Q4 2024.

Tucker Asset Management first reported a position in FMB in Q4 2020 and has held it in 10 quarters since. The position peaked at $94.3K in Q1 2022. 306 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

Tucker Asset Management held 1,062 shares of First Trust Managed Municipal ETF worth $54.3K as of Q4 2025.
First Trust Managed Municipal ETF was a new Tucker Asset Management position in Q4 2025.
First Trust Managed Municipal ETF made up 0.02% of Tucker Asset Management's portfolio in Q4 2025, its #284 holding.
Tucker Asset Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 10 quarters since.
Tucker Asset Management's First Trust Managed Municipal ETF position peaked at $94.3K in Q1 2022.
306 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.