Clearview Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Clearview Wealth Advisors’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	-350	Closed	-$17K	–	631
2022 Q3	$17K	Sell	350 -160	-31%	-$8.13K	0.01%	274
2022 Q2	$26K	Sell	510 -630	-55%	-$32.3K	0.02%	246
2022 Q1	$60K	Sell	1,140 -2,087	-65%	-$115K	0.04%	182
2021 Q4	$184K	Buy	3,227 +2,907	+908%	+$165K	0.11%	111
2021 Q3	$18K	Buy	+320	New	+$18.4K	0.01%	350

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

Clearview Wealth Advisors's FMB Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q4 2022, closing a stake of 350 shares — an estimated $17K sold.

Clearview Wealth Advisors first reported a position in FMB in Q3 2021 and held it in 5 quarters. The position peaked at $184K in Q4 2021. 277 funds tracked by Wall St. Rank hold FMB as of Q4 2022.

Clearview Wealth Advisors reported no remaining First Trust Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 350 First Trust Managed Municipal ETF shares in Q4 2022, an estimated $17K.
Clearview Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2021 and held it in 5 quarters.
Clearview Wealth Advisors's First Trust Managed Municipal ETF position peaked at $184K in Q4 2021.
277 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.