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

Altus Wealth Group’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 Q2	–	Sell	-4,039	Closed	-$207K	–	137
2024 Q1	$207K	Buy	+4,039	New	+$208K	0.1%	132
2022 Q4	–	Sell	-14,405	Closed	-$818K	–	145
2022 Q3	$818K	Hold	14,405	–	–	0.81%	32
2022 Q2	$818K	Buy	14,405 +1,392	+11%	+$71.3K	0.81%	32
2022 Q1	$690K	Sell	13,013 -1,641	-11%	-$90.3K	0.57%	40
2021 Q4	$835K	Buy	14,654 +249	+2%	+$14.1K	0.69%	34
2021 Q3	$818K	Buy	14,405 +935	+7%	+$53.7K	0.81%	32
2021 Q2	$772K	Buy	13,470 +5,277	+64%	+$301K	0.75%	33
2021 Q1	$466K	Buy	8,193 +2,936	+56%	+$166K	0.46%	55
2020 Q4	$298K	Buy	+5,257	New	+$294K	0.28%	70

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 $4.02B AUM 20% 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

Altus Wealth Group's FMB Position: Q2 2024 in Review

Altus Wealth Group sold out of First Trust Managed Municipal ETF (FMB) in Q2 2024, closing a stake of 4,039 shares — an estimated $207K sold.

Altus Wealth Group first reported a position in FMB in Q4 2020 and held it in 9 quarters. The position peaked at $835K in Q4 2021. 298 funds tracked by Wall St. Rank hold FMB as of Q2 2024.

Altus Wealth Group reported no remaining First Trust Managed Municipal ETF position as of Q2 2024 after selling out during the quarter.
Altus Wealth Group sold 4,039 First Trust Managed Municipal ETF shares in Q2 2024, an estimated $207K.
Altus Wealth Group first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 9 quarters.
Altus Wealth Group's First Trust Managed Municipal ETF position peaked at $835K in Q4 2021.
298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2024.

Based on Altus Wealth Group's 13F filing for Q2 2024, filed 5 Aug 2024.