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Confluence Wealth Services’s First Trust Managed Municipal ETF FMB Stock Holding History

Confluence Wealth Services’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
-1,103
Closed -$62K – 558
2021
Q4 		$62K Buy
+1,103
New +$62.7K 0.02% 423

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

Confluence Wealth Services's FMB Position: Q1 2022 in Review

Confluence Wealth Services sold out of First Trust Managed Municipal ETF (FMB) in Q1 2022, closing a stake of 1,103 shares — an estimated $62K sold.

Confluence Wealth Services first reported a position in FMB in Q4 2021 and held it in 1 quarter. The position peaked at $62K in Q4 2021. 294 funds tracked by Wall St. Rank hold FMB as of Q1 2022.

  • Confluence Wealth Services reported no remaining First Trust Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,103 First Trust Managed Municipal ETF shares in Q1 2022, an estimated $62K.
  • Confluence Wealth Services first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's First Trust Managed Municipal ETF position peaked at $62K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.