AFT Forsyth & Company’s First Trust Managed Municipal ETF FMB Stock Holding History

AFT Forsyth & Company’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
2021 Q1	–	Sell	-5,000	Closed	-$284K	–	155
2020 Q4	$284K	Hold	5,000	–	–	0.18%	126
2020 Q3	$278K	Hold	5,000	–	–	0.21%	113
2020 Q2	$275K	Hold	5,000	–	–	0.23%	106
2020 Q1	$270K	Hold	5,000	–	–	0.27%	104
2019 Q4	$278K	Hold	5,000	–	–	0.21%	118
2019 Q3	$278K	Hold	5,000	–	–	0.23%	117
2019 Q2	$274K	Hold	5,000	–	–	0.23%	117
2019 Q1	$269K	Hold	5,000	–	–	0.23%	119
2018 Q4	$263K	Hold	5,000	–	–	0.26%	114
2018 Q3	$261K	Hold	5,000	–	–	0.22%	123
2018 Q2	$263K	Hold	5,000	–	–	0.23%	123
2018 Q1	$263K	Hold	5,000	–	–	0.25%	117
2017 Q4	$268K	Buy	+5,000	New	+$267K	0.26%	114

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

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

AFT Forsyth & Company's FMB Position: Q1 2021 in Review

AFT Forsyth & Company sold out of First Trust Managed Municipal ETF (FMB) in Q1 2021, closing a stake of 5,000 shares — an estimated $284K sold.

AFT Forsyth & Company first reported a position in FMB in Q4 2017 and held it in 13 quarters. The position peaked at $284K in Q4 2020. 233 funds tracked by Wall St. Rank hold FMB as of Q1 2021.

AFT Forsyth & Company reported no remaining First Trust Managed Municipal ETF position as of Q1 2021 after selling out during the quarter.
AFT Forsyth & Company sold 5,000 First Trust Managed Municipal ETF shares in Q1 2021, an estimated $284K.
AFT Forsyth & Company first reported a position in First Trust Managed Municipal ETF in Q4 2017 and held it in 13 quarters.
AFT Forsyth & Company's First Trust Managed Municipal ETF position peaked at $284K in Q4 2020.
233 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2021.

Based on AFT Forsyth & Company's 13F filing for Q1 2021, filed 4 May 2021.