WMR
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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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $564B AUM 30.12% 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 $7.28B AUM 16.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return