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

DeDora Capital’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 Q3	–	Sell	-30,852	Closed	-$2.59M	–	111
2024 Q2	$2.59M	Buy	+30,852	New	+$1.57M	0.8%	29

Other funds holding FMB

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

RJFSA

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

MMA

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

DeDora Capital's FMB Position: Q3 2024 in Review

DeDora Capital sold out of First Trust Managed Municipal ETF (FMB) in Q3 2024, closing a stake of 30,852 shares — an estimated $2.59M sold.

DeDora Capital first reported a position in FMB in Q2 2024 and held it in 1 quarter. The position peaked at $2.59M in Q2 2024. 302 funds tracked by Wall St. Rank hold FMB as of Q3 2024.

DeDora Capital reported no remaining First Trust Managed Municipal ETF position as of Q3 2024 after selling out during the quarter.
DeDora Capital sold 30,852 First Trust Managed Municipal ETF shares in Q3 2024, an estimated $2.59M.
DeDora Capital first reported a position in First Trust Managed Municipal ETF in Q2 2024 and held it in 1 quarter.
DeDora Capital's First Trust Managed Municipal ETF position peaked at $2.59M in Q2 2024.
302 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2024.

Based on DeDora Capital's 13F filing for Q3 2024, filed 21 Oct 2024.