WAG
FMB icon

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
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
UBS Group
UBS Group Zurich, Switzerland $564B 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
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return