3D/L Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

3D/L Capital 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
2023 Q4	–	Sell	-33,556	Closed	-$1.64M	–	35
2023 Q3	$1.64M	Buy	+33,556	New	+$1.68M	0.53%	28
2022 Q4	–	Sell	-39,318	Closed	-$1.92M	–	108
2022 Q3	$1.92M	Sell	39,318 -2,238	-5%	-$114K	0.57%	28
2022 Q2	$2.1M	Buy	41,556 +532	+1%	+$27.3K	0.59%	25
2022 Q1	$2.18M	Sell	41,024 -1,720	-4%	-$94.7K	0.54%	29
2021 Q4	$2.44M	Sell	42,744 -1,783	-4%	-$101K	0.57%	24
2021 Q3	$2.53M	Buy	44,527 +413	+0.9%	+$23.7K	0.61%	24
2021 Q2	$2.53M	Buy	44,114 +1,818	+4%	+$104K	0.6%	24
2021 Q1	$2.39M	Sell	42,296 -2,198	-5%	-$125K	0.6%	21
2020 Q4	$3K	Buy	+44,494	New	+$2.49M	﹤0.01%	84

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3D/L Capital Management's FMB Position: Q4 2023 in Review

3D/L Capital Management sold out of First Trust Managed Municipal ETF (FMB) in Q4 2023, closing a stake of 33,556 shares — an estimated $1.64M sold.

3D/L Capital Management first reported a position in FMB in Q4 2020 and held it in 9 quarters. The position peaked at $2.53M in Q3 2021. 298 funds tracked by Wall St. Rank hold FMB as of Q4 2023.

3D/L Capital Management reported no remaining First Trust Managed Municipal ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 33,556 First Trust Managed Municipal ETF shares in Q4 2023, an estimated $1.64M.
3D/L Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 9 quarters.
3D/L Capital Management's First Trust Managed Municipal ETF position peaked at $2.53M in Q3 2021.
298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.