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Anchor Investment Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Anchor Investment 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
2023
Q2 		– Sell
-1,827
Closed -$93.1K – 979
2023
Q1 		$93.1K Hold
1,827
– – 0.01% 447
2022
Q4 		$91.6K Hold
1,827
– – 0.01% 448
2022
Q3 		$89K Buy
+1,827
New +$92.8K 0.01% 440

Other funds holding FMB

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Anchor Investment Management's FMB Position: Q2 2023 in Review

Anchor Investment Management sold out of First Trust Managed Municipal ETF (FMB) in Q2 2023, closing a stake of 1,827 shares — an estimated $93.1K sold.

Anchor Investment Management first reported a position in FMB in Q3 2022 and held it in 3 quarters. The position peaked at $93.1K in Q1 2023. 276 funds tracked by Wall St. Rank hold FMB as of Q2 2023.

  • Anchor Investment Management reported no remaining First Trust Managed Municipal ETF position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 1,827 First Trust Managed Municipal ETF shares in Q2 2023, an estimated $93.1K.
  • Anchor Investment Management first reported a position in First Trust Managed Municipal ETF in Q3 2022 and held it in 3 quarters.
  • Anchor Investment Management's First Trust Managed Municipal ETF position peaked at $93.1K in Q1 2023.
  • 276 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.