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Cedar Brook Financial Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Cedar Brook Financial 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
Q2 		– Sell
-4,134
Closed -$212K – 149
2024
Q1 		$212K Hold
4,134
– – 0.04% 410
2023
Q4 		$214K Sell
4,134
-3
-0.1% -$149 0.05% 377
2023
Q3 		$202K Sell
4,137
-2,395
-37% -$120K 0.05% 354
2023
Q2 		$331K Buy
6,532
+18
+0.3% +$913 0.08% 260
2023
Q1 		$332K Sell
6,514
-41
-0.6% -$2.08K 0.09% 250
2022
Q4 		$328K Sell
6,555
-6,986
-52% -$346K 0.09% 251
2022
Q3 		$660K Sell
13,541
-164
-1% -$8.33K 0.21% 121
2022
Q2 		$694K Sell
13,705
-4,849
-26% -$248K 0.22% 116
2022
Q1 		$984K Sell
18,554
-5,400
-23% -$297K 0.26% 95
2021
Q4 		$1.36M Buy
23,954
+5,196
+28% +$295K 0.35% 72
2021
Q3 		$1.06M Sell
18,758
-5,809
-24% -$334K 0.32% 84
2021
Q2 		$1.41M Buy
24,567
+283
+1% +$16.1K 0.41% 65
2021
Q1 		$1.37M Buy
24,284
+3,255
+15% +$185K 0.47% 53
2020
Q4 		$1.19M Sell
21,029
-225
-1% -$12.6K 0.42% 62
2020
Q3 		$1.18M Buy
21,254
+56
+0.3% +$3.12K 0.46% 55
2020
Q2 		$1.17M Buy
21,198
+2,137
+11% +$115K 0.52% 49
2020
Q1 		$1.03M Buy
19,061
+4,918
+35% +$273K 0.57% 47
2019
Q4 		$786K Buy
14,143
+7,390
+109% +$410K 0.33% 83
2019
Q3 		$375K Buy
+6,753
New +$375K 0.17% 178

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cedar Brook Financial Partners's FMB Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of First Trust Managed Municipal ETF (FMB) in Q2 2024, closing a stake of 4,134 shares — an estimated $212K sold.

Cedar Brook Financial Partners first reported a position in FMB in Q3 2019 and held it in 19 quarters. The position peaked at $1.41M in Q2 2021. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining First Trust Managed Municipal ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,134 First Trust Managed Municipal ETF shares in Q2 2024, an estimated $212K.
  • Cedar Brook Financial Partners first reported a position in First Trust Managed Municipal ETF in Q3 2019 and held it in 19 quarters.
  • Cedar Brook Financial Partners's First Trust Managed Municipal ETF position peaked at $1.41M in Q2 2021.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.