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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAS

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Apollon Wealth Management's FMB Position: Q3 2024 in Review

Apollon Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2024, closing a stake of 5,109 shares — an estimated $261K sold.

Apollon Wealth Management first reported a position in FMB in Q2 2022 and held it in 9 quarters. The position peaked at $1.67M in Q2 2022. 303 funds tracked by Wall St. Rank hold FMB as of Q3 2024.

Apollon Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2024 after selling out during the quarter.
Apollon Wealth Management sold 5,109 First Trust Managed Municipal ETF shares in Q3 2024, an estimated $261K.
Apollon Wealth Management first reported a position in First Trust Managed Municipal ETF in Q2 2022 and held it in 9 quarters.
Apollon Wealth Management's First Trust Managed Municipal ETF position peaked at $1.67M in Q2 2022.
303 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2024.

Based on Apollon Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.