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

AWM Capital’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
Q1 		– Sell
-8,000
Closed -$401K – 78
2022
Q4 		$401K Buy
+8,000
New +$397K 0.14% 52

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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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
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

AWM Capital's FMB Position: Q1 2023 in Review

AWM Capital sold out of First Trust Managed Municipal ETF (FMB) in Q1 2023, closing a stake of 8,000 shares — an estimated $401K sold.

AWM Capital first reported a position in FMB in Q4 2022 and held it in 1 quarter. The position peaked at $401K in Q4 2022. 274 funds tracked by Wall St. Rank hold FMB as of Q1 2023.

  • AWM Capital reported no remaining First Trust Managed Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • AWM Capital sold 8,000 First Trust Managed Municipal ETF shares in Q1 2023, an estimated $401K.
  • AWM Capital first reported a position in First Trust Managed Municipal ETF in Q4 2022 and held it in 1 quarter.
  • AWM Capital's First Trust Managed Municipal ETF position peaked at $401K in Q4 2022.
  • 274 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2023.

Based on AWM Capital's 13F filing for Q1 2023, filed 7 Jul 2023.