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Cetera Advisor Networks’s First Trust Managed Municipal ETF FMB Stock Holding History

Cetera Advisor Networks’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 		$7.74M Buy
150,771
+9,109
+6% +$469K 0.04% 452
2023
Q4 		$7.32M Buy
141,662
+73,998
+109% +$3.68M 0.04% 430
2023
Q3 		$3.31M Buy
67,664
+21,889
+48% +$1.1M 0.02% 694
2023
Q2 		$2.32M Sell
45,775
-17,431
-28% -$884K 0.02% 798
2023
Q1 		$3.22M Buy
63,206
+10,694
+20% +$544K 0.02% 670
2022
Q4 		$2.63M Buy
52,512
+4,027
+8% +$200K 0.02% 707
2022
Q3 		$2.36M Buy
48,485
+991
+2% +$50.4K 0.03% 528
2022
Q2 		$2.4M Sell
47,494
-53,170
-53% -$2.72M 0.03% 519
2022
Q1 		$5.34M Sell
100,664
-78,822
-44% -$4.34M 0.06% 300
2021
Q4 		$10.2M Buy
179,486
+3,597
+2% +$204K 0.13% 177
2021
Q3 		$9.99M Buy
175,889
+2,419
+1% +$139K 0.14% 165
2021
Q2 		$9.94M Buy
173,470
+102,780
+145% +$5.87M 0.14% 155
2021
Q1 		$3.99M Buy
70,690
+4,793
+7% +$272K 0.08% 228
2020
Q4 		$3.74M Buy
65,897
+42,944
+187% +$2.4M 0.09% 218
2020
Q3 		$1.28M Sell
22,953
-5,626
-20% -$314K 0.03% 415
2020
Q2 		$1.57M Sell
28,579
-1,197
-4% -$64.5K 0.04% 354
2020
Q1 		$1.61M Buy
29,776
+7,300
+32% +$406K 0.05% 298
2019
Q4 		$1.25M Buy
22,476
+690
+3% +$38.3K 0.03% 427
2019
Q3 		$1.21M Buy
21,786
+5,470
+34% +$304K 0.04% 415
2019
Q2 		$895K Sell
16,316
-41
-0.3% -$2.23K 0.03% 496
2019
Q1 		$879K Sell
16,357
-3,123
-16% -$166K 0.03% 466
2018
Q4 		$1.03M Sell
19,480
-277
-1% -$14.4K 0.04% 366
2018
Q3 		$1.03M Buy
19,757
+10,183
+106% +$536K 0.04% 382
2018
Q2 		$508K Buy
9,574
+2,682
+39% +$141K 0.03% 469
2018
Q1 		$362K Buy
6,892
+2,438
+55% +$129K 0.02% 601
2017
Q4 		$238K Buy
+4,454
New +$238K 0.01% 839

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 $4.02B AUM 20% 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

Cetera Advisor Networks's FMB Position: Q1 2024 in Review

Cetera Advisor Networks increased its First Trust Managed Municipal ETF (FMB) stake by 6.4% in Q1 2024, buying an estimated $469K and bringing the position to 150,771 shares worth $7.74M. The position accounts for 0.04% of the portfolio, ranked #452.

Cetera Advisor Networks first reported a position in FMB in Q4 2017 and has held it in 26 quarters since. The position peaked at $10.2M in Q4 2021. 298 funds tracked by Wall St. Rank hold FMB as of Q1 2024.

  • Cetera Advisor Networks held 150,771 shares of First Trust Managed Municipal ETF worth $7.74M as of Q1 2024.
  • Cetera Advisor Networks bought 9,109 First Trust Managed Municipal ETF shares in Q1 2024, an estimated $469K.
  • First Trust Managed Municipal ETF made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #452 holding.
  • Cetera Advisor Networks first reported a position in First Trust Managed Municipal ETF in Q4 2017 and has held it in 26 quarters since.
  • Cetera Advisor Networks's First Trust Managed Municipal ETF position peaked at $10.2M in Q4 2021.
  • 298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.