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WR Wealth Planners’s First Trust Managed Municipal ETF FMB Stock Holding History

WR Wealth Planners’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 		$56.1K Hold
1,100
– – 0.02% 305
2024
Q3 		$57.2K Hold
1,100
– – 0.02% 324
2024
Q2 		$56.2K Buy
+1,100
New +$56.1K 0.02% 315

Other funds holding FMB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $666B 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 $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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WR Wealth Planners's FMB Position: Q4 2024 in Review

WR Wealth Planners held its First Trust Managed Municipal ETF (FMB) position steady in Q4 2024 at 1,100 shares worth $56.1K. The position accounts for 0.02% of the portfolio, ranked #305.

WR Wealth Planners first reported a position in FMB in Q2 2024 and has held it in 3 quarters since. The position peaked at $57.2K in Q3 2024. 309 funds tracked by Wall St. Rank hold FMB as of Q4 2024.

  • WR Wealth Planners held 1,100 shares of First Trust Managed Municipal ETF worth $56.1K as of Q4 2024.
  • WR Wealth Planners left its First Trust Managed Municipal ETF share count unchanged in Q4 2024.
  • First Trust Managed Municipal ETF made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #305 holding.
  • WR Wealth Planners first reported a position in First Trust Managed Municipal ETF in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's First Trust Managed Municipal ETF position peaked at $57.2K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.