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Walkner Condon Financial Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Walkner Condon Financial Advisors’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
-6,605
Closed -$333K – 279
2025
Q1 		$333K Sell
6,605
-3,459
-34% -$176K 0.07% 193
2024
Q4 		$513K Buy
10,064
+343
+4% +$17.6K 0.1% 159
2024
Q3 		$505K Buy
9,721
+2,847
+41% +$147K 0.1% 156
2024
Q2 		$352K Sell
6,874
-7,659
-53% -$391K 0.08% 179
2024
Q1 		$746K Buy
14,533
+427
+3% +$22K 0.16% 114
2023
Q4 		$729K Sell
14,106
-2,157
-13% -$107K 0.17% 115
2023
Q3 		$795K Sell
16,263
-1,911
-11% -$96K 0.21% 99
2023
Q2 		$921K Buy
18,174
+2,161
+13% +$110K 0.24% 89
2023
Q1 		$816K Buy
16,013
+358
+2% +$18.2K 0.23% 95
2022
Q4 		$784K Buy
15,655
+6,903
+79% +$342K 0.23% 88
2022
Q3 		$426K Sell
8,752
-21,359
-71% -$1.09M 0.14% 130
2022
Q2 		$1.52M Sell
30,111
-3,993
-12% -$205K 0.48% 50
2022
Q1 		$1.81M Buy
+34,104
New +$1.88M 0.51% 47
2021
Q4 		– Sell
-34,219
Closed -$1.94M – 139
2021
Q3 		$1.94M Buy
34,219
+3,790
+12% +$218K 0.95% 29
2021
Q2 		$1.74M Sell
30,429
-476
-2% -$27.2K 0.64% 37
2021
Q1 		$1.74M Buy
30,905
+11,505
+59% +$652K 0.68% 38
2020
Q4 		$1.1M Sell
19,400
-6,110
-24% -$342K 0.47% 46
2020
Q3 		$1.42M Sell
25,510
-402
-2% -$22.4K 0.76% 33
2020
Q2 		$1.43M Sell
25,912
-7,437
-22% -$400K 1.25% 17
2020
Q1 		$1.8M Buy
33,349
+4,200
+14% +$233K 1.93% 11
2019
Q4 		$1.62M Buy
+29,149
New +$1.62M 1.56% 15

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

Walkner Condon Financial Advisors's FMB Position: Q2 2025 in Review

Walkner Condon Financial Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q2 2025, closing a stake of 6,605 shares — an estimated $333K sold.

Walkner Condon Financial Advisors first reported a position in FMB in Q4 2019 and held it in 21 quarters. The position peaked at $1.94M in Q3 2021. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2025.

  • Walkner Condon Financial Advisors reported no remaining First Trust Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 6,605 First Trust Managed Municipal ETF shares in Q2 2025, an estimated $333K.
  • Walkner Condon Financial Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 21 quarters.
  • Walkner Condon Financial Advisors's First Trust Managed Municipal ETF position peaked at $1.94M in Q3 2021.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.