Tyler-Stone Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Tyler-Stone Wealth 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 Q2	$268K	Buy	5,383 +46	+0.9%	+$2.29K	0.04%	289
2025 Q1	$269K	Buy	5,337 +44	+0.8%	+$2.24K	0.05%	273
2024 Q4	$270K	Buy	5,293 +42	+0.8%	+$2.16K	0.05%	271
2024 Q3	$273K	Buy	5,251 +2,647	+102%	+$137K	0.05%	266
2024 Q2	$133K	Buy	2,604 +20	+0.8%	+$1.02K	0.05%	247
2024 Q1	$133K	Buy	2,584 +27	+1%	+$1.39K	0.06%	241
2023 Q4	$132K	Buy	2,557 +13	+0.5%	+$647	0.07%	226
2023 Q3	$124K	Buy	2,544 +20	+0.8%	+$1K	0.07%	219
2023 Q2	$128K	Buy	+2,524	New	+$128K	0.07%	217
2022 Q4	$125K	Buy	2,486 +216	+10%	+$10.7K	0.09%	206
2022 Q3	$111K	Buy	2,270 +15	+0.7%	+$762	0.08%	206
2022 Q2	$114K	Buy	2,255 +16	+0.7%	+$820	0.08%	217
2022 Q1	$119K	Buy	2,239 +11	+0.5%	+$605	0.07%	235
2021 Q4	$127K	Buy	+2,228	New	+$127K	0.07%	239

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

APP

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

MMA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OIA

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

Tyler-Stone Wealth Management's FMB Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its First Trust Managed Municipal ETF (FMB) stake by 0.86% in Q2 2025, buying an estimated $2.29K and bringing the position to 5,383 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #289.

Tyler-Stone Wealth Management first reported a position in FMB in Q4 2021 and has held it in 14 quarters since. The position peaked at $273K in Q3 2024. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

Tyler-Stone Wealth Management held 5,383 shares of First Trust Managed Municipal ETF worth $268K as of Q2 2025.
Tyler-Stone Wealth Management bought 46 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $2.29K.
First Trust Managed Municipal ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #289 holding.
Tyler-Stone Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's First Trust Managed Municipal ETF position peaked at $273K in Q3 2024.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.