B. Riley Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

B. Riley 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
2022 Q2	$259	Buy	5,126 +29	+0.6%	+$1.49K	﹤0.01%	580
2022 Q1	$270K	Sell	5,097 -3,375	-40%	-$186K	0.02%	482
2021 Q4	$483K	Buy	8,472 +20	+0.2%	+$1.14K	0.03%	362
2021 Q3	$480K	Buy	8,452 +17	+0.2%	+$976	0.04%	344
2021 Q2	$483K	Hold	8,435	–	–	0.05%	239
2021 Q1	$476K	Hold	8,435	–	–	0.06%	230
2020 Q4	$479K	Buy	8,435 +900	+12%	+$50.4K	0.06%	209
2020 Q3	$419K	Hold	7,535	–	–	0.05%	255
2020 Q2	$415K	Hold	7,535	–	–	0.05%	250
2020 Q1	$407K	Buy	7,535 +2,785	+59%	+$155K	0.04%	298
2019 Q4	$264K	Buy	+4,750	New	+$263K	0.04%	309

Other funds holding FMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

B. Riley Wealth Management's FMB Position: Q2 2022 in Review

B. Riley Wealth Management increased its First Trust Managed Municipal ETF (FMB) stake by 0.57% in Q2 2022, buying an estimated $1.49K and bringing the position to 5,126 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #580.

B. Riley Wealth Management first reported a position in FMB in Q4 2019 and has held it in 11 quarters since. The position peaked at $483K in Q4 2021. 288 funds tracked by Wall St. Rank hold FMB as of Q2 2022.

B. Riley Wealth Management held 5,126 shares of First Trust Managed Municipal ETF worth $259 as of Q2 2022.
B. Riley Wealth Management bought 29 First Trust Managed Municipal ETF shares in Q2 2022, an estimated $1.49K.
First Trust Managed Municipal ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #580 holding.
B. Riley Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 11 quarters since.
B. Riley Wealth Management's First Trust Managed Municipal ETF position peaked at $483K in Q4 2021.
288 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.