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Blue Trust Inc’s First Trust Managed Municipal ETF FMB Stock Holding History

Blue Trust Inc’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
-4
Closed – – 2116
2023
Q2 		$0 Buy
+4
New +$203 ﹤0.01% 2190

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Bank of America
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APP
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SFA
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Osaic Holdings
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RJFSA
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CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Blue Trust Inc's FMB Position: Q3 2023 in Review

Blue Trust Inc sold out of First Trust Managed Municipal ETF (FMB) in Q3 2023, closing a stake of 4 shares.

Blue Trust Inc first reported a position in FMB in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 273 funds tracked by Wall St. Rank hold FMB as of Q3 2023.

  • Blue Trust Inc reported no remaining First Trust Managed Municipal ETF position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 4 First Trust Managed Municipal ETF shares in Q3 2023.
  • Blue Trust Inc first reported a position in First Trust Managed Municipal ETF in Q2 2023 and held it in 1 quarter.
  • Blue Trust Inc's First Trust Managed Municipal ETF position peaked at $0 in Q2 2023.
  • 273 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.