Conservest Capital Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Conservest Capital 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
2024 Q4	–	Sell	-5,005	Closed	-$257K	–	111
2024 Q3	$257K	Hold	5,005	–	–	0.03%	93
2024 Q2	$257K	Hold	5,005	–	–	0.03%	92
2024 Q1	$257K	Hold	5,005	–	–	0.03%	93
2023 Q4	$259K	Hold	5,005	–	–	0.03%	91
2023 Q3	$245K	Hold	5,005	–	–	0.03%	85
2023 Q2	$254K	Hold	5,005	–	–	0.03%	86
2023 Q1	$255K	Buy	+5,005	New	+$254K	0.03%	82

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Conservest Capital Advisors's FMB Position: Q4 2024 in Review

Conservest Capital Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q4 2024, closing a stake of 5,005 shares — an estimated $257K sold.

Conservest Capital Advisors first reported a position in FMB in Q1 2023 and held it in 7 quarters. The position peaked at $259K in Q4 2023. 309 funds tracked by Wall St. Rank hold FMB as of Q4 2024.

Conservest Capital Advisors reported no remaining First Trust Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
Conservest Capital Advisors sold 5,005 First Trust Managed Municipal ETF shares in Q4 2024, an estimated $257K.
Conservest Capital Advisors first reported a position in First Trust Managed Municipal ETF in Q1 2023 and held it in 7 quarters.
Conservest Capital Advisors's First Trust Managed Municipal ETF position peaked at $259K in Q4 2023.
309 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2024.

Based on Conservest Capital Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.