XF
FMB icon

XML Financial’s First Trust Managed Municipal ETF FMB Stock Holding History

XML Financial’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
Q1 		– Sell
-40,945
Closed -$2.09M – 380
2024
Q4 		$2.09M Sell
40,945
-4,773
-10% -$245K 0.19% 110
2024
Q3 		$2.38M Buy
45,718
+1,206
+3% +$62.3K 0.22% 102
2024
Q2 		$2.27M Sell
44,512
-823
-2% -$42K 0.23% 107
2024
Q1 		$2.33M Sell
45,335
-1,238
-3% -$63.7K 0.24% 104
2023
Q4 		$2.41M Buy
46,573
+436
+0.9% +$21.7K 0.25% 102
2023
Q3 		$2.26M Buy
+46,137
New +$2.32M 0.27% 97
2023
Q2 		– Sell
-5,719
Closed -$291K – 347
2023
Q1 		$291K Hold
5,719
– – 0.04% 266
2022
Q4 		$287K Sell
5,719
-3,460
-38% -$172K 0.04% 269
2022
Q3 		$447K Buy
+9,179
New +$466K 0.06% 206
2022
Q2 		– Sell
-119,961
Closed -$6.37M – 268
2022
Q1 		$6.37M Buy
119,961
+9,690
+9% +$533K 0.76% 41
2021
Q4 		$6.28M Buy
+110,271
New +$6.26M 0.76% 41

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 $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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return