Aviance Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Aviance Capital 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
2019 Q1	$3K	Sell	57 -20	-26%	-$1.06K	﹤0.01%	209
2018 Q4	$4K	Hold	77	–	–	﹤0.01%	210
2018 Q3	$4K	Buy	77 +12	+18%	+$632	﹤0.01%	196
2018 Q2	$3K	Sell	65 -35,672	-100%	-$1.88M	﹤0.01%	188
2018 Q1	$1.88M	Sell	35,737 -99,562	-74%	-$5.26M	0.14%	90
2017 Q4	$7.24M	Sell	135,299 -16,795	-11%	-$896K	0.52%	50
2017 Q3	$8.1M	Buy	+152,094	New	+$8.09M	0.56%	43

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Aviance Capital Management's FMB Position: Q1 2019 in Review

Aviance Capital Management reduced its First Trust Managed Municipal ETF (FMB) stake by 26% in Q1 2019, selling an estimated $1.06K and leaving 57 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Aviance Capital Management first reported a position in FMB in Q3 2017 and has held it in 7 quarters since. The position peaked at $8.1M in Q3 2017. 110 funds tracked by Wall St. Rank hold FMB as of Q1 2019.

Aviance Capital Management held 57 shares of First Trust Managed Municipal ETF worth $3K as of Q1 2019.
Aviance Capital Management sold 20 First Trust Managed Municipal ETF shares in Q1 2019, an estimated $1.06K.
First Trust Managed Municipal ETF made up ﹤0.01% of Aviance Capital Management's portfolio in Q1 2019, its #209 holding.
Aviance Capital Management first reported a position in First Trust Managed Municipal ETF in Q3 2017 and has held it in 7 quarters since.
Aviance Capital Management's First Trust Managed Municipal ETF position peaked at $8.1M in Q3 2017.
110 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.