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Venturi Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Venturi 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
Q1 		– Sell
-29
Closed -$1.48K – 1027
2024
Q4 		$1.48K Sell
29
-246
-89% -$12.7K ﹤0.01% 1883
2024
Q3 		$14.3K Buy
+275
New +$14.2K ﹤0.01% 1109

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $7.29B AUM 16.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Venturi Wealth Management's FMB Position: Q1 2025 in Review

Venturi Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q1 2025, closing a stake of 29 shares — an estimated $1.48K sold.

Venturi Wealth Management first reported a position in FMB in Q3 2024 and held it in 2 quarters. The position peaked at $14.3K in Q3 2024. 302 funds tracked by Wall St. Rank hold FMB as of Q1 2025.

  • Venturi Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 29 First Trust Managed Municipal ETF shares in Q1 2025, an estimated $1.48K.
  • Venturi Wealth Management first reported a position in First Trust Managed Municipal ETF in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's First Trust Managed Municipal ETF position peaked at $14.3K in Q3 2024.
  • 302 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.