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

BlackDiamond 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 		– Sell
-5,424
Closed -$288K – 117
2022
Q1 		$288K Buy
5,424
+222
+4% +$12.2K 0.34% 84
2021
Q4 		$296K Buy
+5,202
New +$296K 0.34% 91

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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

BlackDiamond Wealth Management's FMB Position: Q2 2022 in Review

BlackDiamond Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q2 2022, closing a stake of 5,424 shares — an estimated $288K sold.

BlackDiamond Wealth Management first reported a position in FMB in Q4 2021 and held it in 2 quarters. The position peaked at $296K in Q4 2021. 288 funds tracked by Wall St. Rank hold FMB as of Q2 2022.

  • BlackDiamond Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q2 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 5,424 First Trust Managed Municipal ETF shares in Q2 2022, an estimated $288K.
  • BlackDiamond Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 2 quarters.
  • BlackDiamond Wealth Management's First Trust Managed Municipal ETF position peaked at $296K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.