Beacon Pointe Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Beacon Pointe Wealth 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
2019 Q4	$221K	Buy	3,981 +23	+0.6%	+$1.28K	0.04%	245
2019 Q3	$220K	Buy	3,958 +25	+0.6%	+$1.39K	0.05%	237
2019 Q2	$215K	Buy	3,933 +26	+0.7%	+$1.41K	0.05%	247
2019 Q1	$210K	Buy	3,907 +17	+0.4%	+$902	0.05%	245
2018 Q4	$205K	Buy	+3,890	New	+$203K	0.07%	213

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJA

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

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

FFG

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

Beacon Pointe Wealth Advisors's FMB Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 0.58% in Q4 2019, buying an estimated $1.28K and bringing the position to 3,981 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #245.

Beacon Pointe Wealth Advisors first reported a position in FMB in Q4 2018 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold FMB as of Q4 2019.

Beacon Pointe Wealth Advisors held 3,981 shares of First Trust Managed Municipal ETF worth $221K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 23 First Trust Managed Municipal ETF shares in Q4 2019, an estimated $1.28K.
First Trust Managed Municipal ETF made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #245 holding.
Beacon Pointe Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2018 and has held it in 5 quarters since.
181 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.