APWM
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Atlas Private Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Atlas Private 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
2023
Q4 		– Sell
-102,621
Closed -$5.02M – 119
2023
Q3 		$5.02M Buy
102,621
+7,613
+8% +$382K 2.69% 7
2023
Q2 		$4.82M Buy
95,008
+9,113
+11% +$462K 2.54% 7
2023
Q1 		$4.38M Hold
85,895
– – 2.63% 6
2022
Q4 		$4.3M Sell
85,895
-4,989
-5% -$247K 1.99% 7
2022
Q3 		$4.43M Buy
90,884
+379
+0.4% +$19.3K 3.21% 6
2022
Q2 		$4.58M Buy
90,505
+2,899
+3% +$149K 3.13% 5
2022
Q1 		$4.65M Buy
87,606
+38
+0% +$2.09K 2.7% 6
2021
Q4 		$4.99M Buy
87,568
+8,824
+11% +$501K 2.78% 6
2021
Q3 		$4.47M Buy
78,744
+3,352
+4% +$192K 2.73% 7
2021
Q2 		$4.32M Sell
75,392
-4,245
-5% -$242K 2.66% 7
2021
Q1 		$4.49M Buy
79,637
+20,223
+34% +$1.15M 2.87% 5
2020
Q4 		$3.37M Buy
59,414
+6,944
+13% +$389K 2.4% 6
2020
Q3 		$2.92M Sell
52,470
-1,800
-3% -$100K 2.29% 8
2020
Q2 		$2.98M Buy
54,270
+4,600
+9% +$248K 2.4% 4
2020
Q1 		$2.69M Sell
49,670
-450
-0.9% -$25K 2.48% 5
2019
Q4 		$2.78M Buy
+50,120
New +$2.78M 2.14% 5

Other funds holding FMB

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $4.02B AUM 20% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlas Private Wealth Management's FMB Position: Q4 2023 in Review

Atlas Private Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q4 2023, closing a stake of 102,621 shares — an estimated $5.02M sold.

Atlas Private Wealth Management first reported a position in FMB in Q4 2019 and held it in 16 quarters. The position peaked at $5.02M in Q3 2023. 298 funds tracked by Wall St. Rank hold FMB as of Q4 2023.

  • Atlas Private Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q4 2023 after selling out during the quarter.
  • Atlas Private Wealth Management sold 102,621 First Trust Managed Municipal ETF shares in Q4 2023, an estimated $5.02M.
  • Atlas Private Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 16 quarters.
  • Atlas Private Wealth Management's First Trust Managed Municipal ETF position peaked at $5.02M in Q3 2023.
  • 298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2023.

Based on Atlas Private Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.