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CMC Financial Group’s First Trust Managed Municipal ETF FMB Stock Holding History

CMC Financial Group’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
2019
Q3 		– Sell
-16,133
Closed -$884K – 33
2019
Q2 		$884K Buy
+16,133
New +$876K 1.13% 17

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

CMC Financial Group's FMB Position: Q3 2019 in Review

CMC Financial Group sold out of First Trust Managed Municipal ETF (FMB) in Q3 2019, closing a stake of 16,133 shares — an estimated $884K sold.

CMC Financial Group first reported a position in FMB in Q2 2019 and held it in 1 quarter. The position peaked at $884K in Q2 2019. 134 funds tracked by Wall St. Rank hold FMB as of Q3 2019.

  • CMC Financial Group reported no remaining First Trust Managed Municipal ETF position as of Q3 2019 after selling out during the quarter.
  • CMC Financial Group sold 16,133 First Trust Managed Municipal ETF shares in Q3 2019, an estimated $884K.
  • CMC Financial Group first reported a position in First Trust Managed Municipal ETF in Q2 2019 and held it in 1 quarter.
  • CMC Financial Group's First Trust Managed Municipal ETF position peaked at $884K in Q2 2019.
  • 134 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2019.

Based on CMC Financial Group's 13F filing for Q3 2019, filed 12 Nov 2019.