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

Apollon 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
2024 Q3	–	Sell	-5,109	Closed	-$261K	–	1148
2024 Q2	$261K	Sell	5,109 -1,873	-27%	-$95.5K	0.01%	912
2024 Q1	$359K	Sell	6,982 -1,681	-19%	-$86.5K	0.01%	808
2023 Q4	$448K	Sell	8,663 -724	-8%	-$36K	0.02%	693
2023 Q3	$459K	Sell	9,387 -220	-2%	-$11K	0.02%	570
2023 Q2	$487K	Sell	9,607 -868	-8%	-$44K	0.02%	597
2023 Q1	$534K	Sell	10,475 -2,770	-21%	-$141K	0.03%	520
2022 Q4	$664K	Sell	13,245 -8,189	-38%	-$406K	0.05%	416
2022 Q3	$1.04M	Sell	21,434 -11,525	-35%	-$586K	0.09%	235
2022 Q2	$1.67M	Buy	+32,959	New	+$1.69M	0.14%	162

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

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

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

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

Royal Bank of Canada

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

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return