Castleview Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Castleview Partners’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
2024 Q1	–	Sell	-15	Closed	-$775	–	915
2023 Q4	$775	Hold	15	–	–	﹤0.01%	783
2023 Q3	$733	Hold	15	–	–	﹤0.01%	627
2023 Q2	$760	Hold	15	–	–	﹤0.01%	649
2023 Q1	$764	Hold	15	–	–	﹤0.01%	629
2022 Q4	$751	Hold	15	–	–	﹤0.01%	573
2022 Q3	$1K	Sell	15 -33	-69%	-$1.68K	﹤0.01%	564
2022 Q2	$2.15K	Sell	48 -58	-55%	-$2.97K	﹤0.01%	628
2022 Q1	$5K	Sell	106 -6,104	-98%	-$336K	﹤0.01%	565
2021 Q4	$109	Buy	+6,210	New	+$353K	﹤0.01%	777
2021 Q2	$6K	Buy	+109	New	+$6.22K	﹤0.01%	768

Other funds holding FMB

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

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

SFA

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

APP

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

RJFSA

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

CWM

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

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

Castleview Partners's FMB Position: Q1 2024 in Review

Castleview Partners sold out of First Trust Managed Municipal ETF (FMB) in Q1 2024, closing a stake of 15 shares — an estimated $775 sold.

Castleview Partners first reported a position in FMB in Q2 2021 and held it in 10 quarters. The position peaked at $6K in Q2 2021. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2024.

Castleview Partners reported no remaining First Trust Managed Municipal ETF position as of Q1 2024 after selling out during the quarter.
Castleview Partners sold 15 First Trust Managed Municipal ETF shares in Q1 2024, an estimated $775.
Castleview Partners first reported a position in First Trust Managed Municipal ETF in Q2 2021 and held it in 10 quarters.
Castleview Partners's First Trust Managed Municipal ETF position peaked at $6K in Q2 2021.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2024.

Based on Castleview Partners's 13F filing for Q1 2024, filed 10 May 2024.