BWM
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Baystate Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Baystate 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
Q3 		– Sell
-90
Closed -$4.57K – 1053
2023
Q2 		$4.57K Buy
+90
New +$4.56K ﹤0.01% 713

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CWM
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Baystate Wealth Management's FMB Position: Q3 2023 in Review

Baystate Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2023, closing a stake of 90 shares — an estimated $4.57K sold.

Baystate Wealth Management first reported a position in FMB in Q2 2023 and held it in 1 quarter. The position peaked at $4.57K in Q2 2023. 273 funds tracked by Wall St. Rank hold FMB as of Q3 2023.

  • Baystate Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 90 First Trust Managed Municipal ETF shares in Q3 2023, an estimated $4.57K.
  • Baystate Wealth Management first reported a position in First Trust Managed Municipal ETF in Q2 2023 and held it in 1 quarter.
  • Baystate Wealth Management's First Trust Managed Municipal ETF position peaked at $4.57K in Q2 2023.
  • 273 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.