VCM
FMB icon

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

Virtue Capital 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 		– Sell
-10,498
Closed -$529K – 337
2025
Q1 		$529K Buy
+10,498
New +$535K 0.06% 251
2024
Q3 		– Sell
-16,117
Closed -$827K – 312
2024
Q2 		$827K Buy
16,117
+5
+0% +$255 0.14% 134
2024
Q1 		$822K Buy
16,112
+6
+0% +$309 0.15% 129
2023
Q4 		$831K Buy
16,106
+3,238
+25% +$161K 0.17% 109
2023
Q3 		$652K Hold
12,868
– – 0.11% 175
2023
Q2 		$652K Hold
12,868
– – 0.11% 175
2023
Q1 		$653K Buy
12,868
+2,505
+24% +$127K 0.11% 160
2022
Q4 		$519K Sell
10,363
-435
-4% -$21.6K 0.08% 197
2022
Q3 		$526K Sell
10,798
-8,064
-43% -$410K 0.08% 111
2022
Q2 		$955K Sell
18,862
-10,488
-36% -$537K 0.15% 64
2022
Q1 		$1.56M Buy
29,350
+183
+0.6% +$10.1K 0.25% 98
2021
Q4 		$1.66M Sell
29,167
-3,073
-10% -$175K 0.25% 99
2021
Q3 		$1.83M Buy
+32,240
New +$1.85M 0.32% 67

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
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