Wiser Advisor Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Wiser Advisor Group’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 Q4	–	Sell	-290	Closed	-$14.7K	–	241
2025 Q3	$14.7K	Buy	+290	New	+$14.5K	0.02%	154
2025 Q2	–	Sell	-43,186	Closed	-$2.18M	–	118
2025 Q1	$2.18M	Sell	43,186 -14,072	-25%	-$718K	3.22%	8
2024 Q4	$2.92M	Sell	57,258 -658	-1%	-$33.8K	4.25%	3
2024 Q3	$3.01M	Sell	57,916 -306	-0.5%	-$15.8K	4.49%	3
2024 Q2	$2.97M	Sell	58,222 -14,941	-20%	-$762K	4.67%	3
2024 Q1	$3.76M	Sell	73,163 -7,924	-10%	-$408K	5.89%	3
2023 Q4	$4.19M	Buy	+81,087	New	+$4.03M	6.97%	3

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

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

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

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

MMA

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

APP

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Wiser Advisor Group's FMB Position: Q4 2025 in Review

Wiser Advisor Group sold out of First Trust Managed Municipal ETF (FMB) in Q4 2025, closing a stake of 290 shares — an estimated $14.7K sold.

Wiser Advisor Group first reported a position in FMB in Q4 2023 and held it in 7 quarters. The position peaked at $4.19M in Q4 2023. 307 funds tracked by Wall St. Rank hold FMB as of Q4 2025.

Wiser Advisor Group reported no remaining First Trust Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
Wiser Advisor Group sold 290 First Trust Managed Municipal ETF shares in Q4 2025, an estimated $14.7K.
Wiser Advisor Group first reported a position in First Trust Managed Municipal ETF in Q4 2023 and held it in 7 quarters.
Wiser Advisor Group's First Trust Managed Municipal ETF position peaked at $4.19M in Q4 2023.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2025.

Based on Wiser Advisor Group's 13F filing for Q4 2025, filed 9 Feb 2026.