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3D Asset Management’s First Trust Managed Municipal ETF FMB Stock Holding History

3D Asset Management’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
2020
Q3 		$2.36M Buy
42,436
+6,091
+17% +$340K 0.66% 21
2020
Q2 		$2M Buy
+36,345
New +$1.96M 0.56% 22

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

3D Asset Management's FMB Position: Q3 2020 in Review

3D Asset Management increased its First Trust Managed Municipal ETF (FMB) stake by 17% in Q3 2020, buying an estimated $340K and bringing the position to 42,436 shares worth $2.36M. The position accounts for 0.66% of the portfolio, ranked #21.

3D Asset Management first reported a position in FMB in Q2 2020 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold FMB as of Q3 2020.

  • 3D Asset Management held 42,436 shares of First Trust Managed Municipal ETF worth $2.36M as of Q3 2020.
  • 3D Asset Management bought 6,091 First Trust Managed Municipal ETF shares in Q3 2020, an estimated $340K.
  • First Trust Managed Municipal ETF made up 0.66% of 3D Asset Management's portfolio in Q3 2020, its #21 holding.
  • 3D Asset Management first reported a position in First Trust Managed Municipal ETF in Q2 2020 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.