Carmichael Hill & Associates’s First Trust Managed Municipal ETF FMB Stock Holding History

Carmichael Hill & Associates’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 Q4	–	Sell	-972	Closed	-$47K	–	809
2022 Q3	$47K	Hold	972	–	–	0.03%	335
2022 Q2	$49K	Buy	972 +252	+35%	+$12.9K	0.03%	332
2022 Q1	$38K	Hold	720	–	–	0.02%	411
2021 Q4	$41K	Buy	720 +131	+22%	+$7.44K	0.02%	408
2021 Q3	$33K	Hold	589	–	–	0.02%	436
2021 Q2	$34K	Buy	+589	New	+$33.6K	0.02%	426

Other funds holding FMB

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RJFSA

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

Carmichael Hill & Associates's FMB Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of First Trust Managed Municipal ETF (FMB) in Q4 2022, closing a stake of 972 shares — an estimated $47K sold.

Carmichael Hill & Associates first reported a position in FMB in Q2 2021 and held it in 6 quarters. The position peaked at $49K in Q2 2022. 277 funds tracked by Wall St. Rank hold FMB as of Q4 2022.

Carmichael Hill & Associates reported no remaining First Trust Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 972 First Trust Managed Municipal ETF shares in Q4 2022, an estimated $47K.
Carmichael Hill & Associates first reported a position in First Trust Managed Municipal ETF in Q2 2021 and held it in 6 quarters.
Carmichael Hill & Associates's First Trust Managed Municipal ETF position peaked at $49K in Q2 2022.
277 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.