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

Wealth Management Resources’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
2024 Q4	–	Sell	-13,062	Closed	-$679K	–	32
2024 Q3	$679K	Sell	13,062 -1,745	-12%	-$90.1K	0.27%	26
2024 Q2	$756K	Sell	14,807 -29,292	-66%	-$1.49M	0.32%	27
2024 Q1	$2.26M	Sell	44,099 -37,022	-46%	-$1.91M	0.98%	21
2023 Q4	$4.19M	Sell	81,121 -84	-0.1%	-$4.18K	1.97%	18
2023 Q3	$3.97M	Buy	81,205 +29,058	+56%	+$1.46M	1.92%	18
2023 Q2	$2.66M	Hold	52,147	–	–	1.54%	15
2023 Q1	$2.66M	Buy	52,147 +2,989	+6%	+$152K	1.63%	16
2022 Q4	$2.46M	Buy	49,158 +1,646	+3%	+$81.6K	1.6%	16
2022 Q3	$2.31M	Buy	47,512 +385	+0.8%	+$19.6K	1.54%	17
2022 Q2	$2.38M	Sell	47,127 -14,674	-24%	-$752K	1.47%	18
2022 Q1	$3.28M	Sell	61,801 -12,706	-17%	-$699K	2.27%	15
2021 Q4	$4.25M	Buy	+74,507	New	+$4.23M	2.73%	14

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wealth Management Resources's FMB Position: Q4 2024 in Review

Wealth Management Resources sold out of First Trust Managed Municipal ETF (FMB) in Q4 2024, closing a stake of 13,062 shares — an estimated $679K sold.

Wealth Management Resources first reported a position in FMB in Q4 2021 and held it in 12 quarters. The position peaked at $4.25M in Q4 2021. 309 funds tracked by Wall St. Rank hold FMB as of Q4 2024.

Wealth Management Resources reported no remaining First Trust Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
Wealth Management Resources sold 13,062 First Trust Managed Municipal ETF shares in Q4 2024, an estimated $679K.
Wealth Management Resources first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 12 quarters.
Wealth Management Resources's First Trust Managed Municipal ETF position peaked at $4.25M in Q4 2021.
309 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2024.

Based on Wealth Management Resources's 13F filing for Q4 2024, filed 21 Jan 2025.