Accel Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Accel Wealth 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 Q2	–	Sell	-3,102	Closed	-$158K	–	407
2023 Q1	$158K	Sell	3,102 -396	-11%	-$20.1K	0.06%	247
2022 Q4	$175K	Sell	3,498 -5,309	-60%	-$263K	0.08%	170
2022 Q3	$433K	Sell	8,807 -151	-2%	-$7.67K	0.23%	95
2022 Q2	$460K	Buy	8,958 +271	+3%	+$13.9K	0.26%	80
2022 Q1	$461K	Buy	8,687 +40	+0.5%	+$2.2K	0.24%	86
2021 Q4	$493K	Buy	8,647 +4,029	+87%	+$229K	0.24%	79
2021 Q3	$262K	Buy	4,618 +1,091	+31%	+$62.7K	0.17%	108
2021 Q2	$202K	Buy	3,527 +514	+17%	+$29.3K	0.13%	144
2021 Q1	$170K	Buy	3,013 +512	+20%	+$29K	0.14%	155
2020 Q4	$142K	Buy	+2,501	New	+$140K	0.13%	162

Other funds holding FMB

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accel Wealth Management's FMB Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q2 2023, closing a stake of 3,102 shares — an estimated $158K sold.

Accel Wealth Management first reported a position in FMB in Q4 2020 and held it in 10 quarters. The position peaked at $493K in Q4 2021. 276 funds tracked by Wall St. Rank hold FMB as of Q2 2023.

Accel Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 3,102 First Trust Managed Municipal ETF shares in Q2 2023, an estimated $158K.
Accel Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's First Trust Managed Municipal ETF position peaked at $493K in Q4 2021.
276 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.