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

Activest 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
2022
Q3 		– Sell
-768
Closed -$39K – 500
2022
Q2 		$39K Buy
+768
New +$39.4K 0.03% 106

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Activest Wealth Management's FMB Position: Q3 2022 in Review

Activest Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2022, closing a stake of 768 shares — an estimated $39K sold.

Activest Wealth Management first reported a position in FMB in Q2 2022 and held it in 1 quarter. The position peaked at $39K in Q2 2022. 285 funds tracked by Wall St. Rank hold FMB as of Q3 2022.

  • Activest Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2022 after selling out during the quarter.
  • Activest Wealth Management sold 768 First Trust Managed Municipal ETF shares in Q3 2022, an estimated $39K.
  • Activest Wealth Management first reported a position in First Trust Managed Municipal ETF in Q2 2022 and held it in 1 quarter.
  • Activest Wealth Management's First Trust Managed Municipal ETF position peaked at $39K in Q2 2022.
  • 285 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2022.

Based on Activest Wealth Management's 13F filing for Q3 2022, filed 13 Oct 2022.