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

Connectus Wealth’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	-9,750	Closed	-$475K	–	456
2022 Q3	$475K	Buy	9,750 +850	+10%	+$43.2K	0.01%	410
2022 Q2	$451K	Buy	+8,900	New	+$456K	0.01%	347

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

Connectus Wealth's FMB Position: Q4 2022 in Review

Connectus Wealth sold out of First Trust Managed Municipal ETF (FMB) in Q4 2022, closing a stake of 9,750 shares — an estimated $475K sold.

Connectus Wealth first reported a position in FMB in Q2 2022 and held it in 2 quarters. The position peaked at $475K in Q3 2022. 277 funds tracked by Wall St. Rank hold FMB as of Q4 2022.

Connectus Wealth reported no remaining First Trust Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
Connectus Wealth sold 9,750 First Trust Managed Municipal ETF shares in Q4 2022, an estimated $475K.
Connectus Wealth first reported a position in First Trust Managed Municipal ETF in Q2 2022 and held it in 2 quarters.
Connectus Wealth's First Trust Managed Municipal ETF position peaked at $475K in Q3 2022.
277 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.