ACG Wealth
FMB icon

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

ACG Wealth’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
2022
Q3 		– Sell
-750
Closed -$38K – 510
2022
Q2 		$38K Buy
+750
New +$38.4K 0.01% 476

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Bank of America
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

ACG Wealth's FMB Position: Q3 2022 in Review

ACG Wealth sold out of First Trust Managed Municipal ETF (FMB) in Q3 2022, closing a stake of 750 shares — an estimated $38K sold.

ACG Wealth first reported a position in FMB in Q2 2022 and held it in 1 quarter. The position peaked at $38K in Q2 2022. 286 funds tracked by Wall St. Rank hold FMB as of Q3 2022.

  • ACG Wealth reported no remaining First Trust Managed Municipal ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 750 First Trust Managed Municipal ETF shares in Q3 2022, an estimated $38K.
  • ACG Wealth first reported a position in First Trust Managed Municipal ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's First Trust Managed Municipal ETF position peaked at $38K in Q2 2022.
  • 286 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.