Advisornet Financial’s First Trust Managed Municipal ETF FMB Stock Holding History

Advisornet Financial’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
2024 Q1	–	Sell	-1,450	Closed	-$74.9K	–	2207
2023 Q4	$74.9K	Buy	1,450 +307	+27%	+$15.3K	0.01%	710
2023 Q3	$55.9K	Buy	1,143 +8	+0.7%	+$402	0.01%	758
2023 Q2	$57.5K	Buy	1,135 +421	+59%	+$21.4K	﹤0.01%	775
2023 Q1	$36.4K	Hold	714	–	–	﹤0.01%	883
2022 Q4	$35.8K	Buy	714 +564	+376%	+$28K	﹤0.01%	884
2022 Q3	$7K	Hold	150	–	–	﹤0.01%	1424
2022 Q2	$8K	Sell	150 -768	-84%	-$39.4K	﹤0.01%	1398
2022 Q1	$49K	Buy	918 +150	+20%	+$8.26K	﹤0.01%	976
2021 Q4	$44K	Hold	768	–	–	﹤0.01%	1056
2021 Q3	$44K	Hold	768	–	–	﹤0.01%	1041
2021 Q2	$44K	Buy	+768	New	+$43.8K	﹤0.01%	1027

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

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

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

SFA

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

APP

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial's FMB Position: Q1 2024 in Review

Advisornet Financial sold out of First Trust Managed Municipal ETF (FMB) in Q1 2024, closing a stake of 1,450 shares — an estimated $74.9K sold.

Advisornet Financial first reported a position in FMB in Q2 2021 and held it in 11 quarters. The position peaked at $74.9K in Q4 2023. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2024.

Advisornet Financial reported no remaining First Trust Managed Municipal ETF position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 1,450 First Trust Managed Municipal ETF shares in Q1 2024, an estimated $74.9K.
Advisornet Financial first reported a position in First Trust Managed Municipal ETF in Q2 2021 and held it in 11 quarters.
Advisornet Financial's First Trust Managed Municipal ETF position peaked at $74.9K in Q4 2023.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.