Comprehensive Financial Consultants Institutional’s First Trust Managed Municipal ETF FMB Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-290	Closed	-$15K	–	260
2021 Q4	$15K	Buy	+290	New	+$16.5K	0.01%	311

Other funds holding FMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

APP

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

Comprehensive Financial Consultants Institutional's FMB Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Managed Municipal ETF (FMB) in Q1 2022, closing a stake of 290 shares — an estimated $15K sold.

Comprehensive Financial Consultants Institutional first reported a position in FMB in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 294 funds tracked by Wall St. Rank hold FMB as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining First Trust Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 290 First Trust Managed Municipal ETF shares in Q1 2022, an estimated $15K.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's First Trust Managed Municipal ETF position peaked at $15K in Q4 2021.
294 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.