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Baltimore-Washington Financial Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Baltimore-Washington Financial Advisors’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 		– Sell
-15
Closed -$297K – 134
2022
Q1 		$297K Buy
+15
New +$826 0.03% 123

Other funds holding FMB

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

Baltimore-Washington Financial Advisors's FMB Position: Q2 2022 in Review

Baltimore-Washington Financial Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q2 2022, closing a stake of 15 shares — an estimated $297K sold.

Baltimore-Washington Financial Advisors first reported a position in FMB in Q1 2022 and held it in 1 quarter. The position peaked at $297K in Q1 2022. 288 funds tracked by Wall St. Rank hold FMB as of Q2 2022.

  • Baltimore-Washington Financial Advisors reported no remaining First Trust Managed Municipal ETF position as of Q2 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 15 First Trust Managed Municipal ETF shares in Q2 2022, an estimated $297K.
  • Baltimore-Washington Financial Advisors first reported a position in First Trust Managed Municipal ETF in Q1 2022 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's First Trust Managed Municipal ETF position peaked at $297K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.