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

Doyle Wealth Management’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 Q3	$215K	Buy	4,418 +5	+0.1%	+$254	0.02%	194
2022 Q2	$223K	Sell	4,413 -4,463	-50%	-$229K	0.02%	195
2022 Q1	$471K	Sell	8,876 -3,744	-30%	-$206K	0.03%	158
2021 Q4	$719K	Buy	12,620 +279	+2%	+$15.8K	0.05%	123
2021 Q3	$701K	Buy	12,341 +603	+5%	+$34.6K	0.06%	123
2021 Q2	$672K	Buy	11,738 +4	+0%	+$228	0.06%	124
2021 Q1	$662K	Buy	11,734 +319	+3%	+$18.1K	0.06%	124
2020 Q4	$648K	Buy	11,415 +2,107	+23%	+$118K	0.07%	121
2020 Q3	$518K	Buy	9,308 +592	+7%	+$33K	0.06%	125
2020 Q2	$479K	Buy	8,716 +1	+0%	+$54	0.06%	118
2020 Q1	$471K	Buy	8,715 +3,385	+64%	+$188K	0.07%	110
2019 Q4	$296K	Buy	+5,330	New	+$296K	0.04%	164

Other funds holding FMB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

CAMG

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Doyle Wealth Management's FMB Position: Q3 2022 in Review

Doyle Wealth Management increased its First Trust Managed Municipal ETF (FMB) stake by 0.11% in Q3 2022, buying an estimated $254 and bringing the position to 4,418 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #194.

Doyle Wealth Management first reported a position in FMB in Q4 2019 and has held it in 12 quarters since. The position peaked at $719K in Q4 2021. 285 funds tracked by Wall St. Rank hold FMB as of Q3 2022.

Doyle Wealth Management held 4,418 shares of First Trust Managed Municipal ETF worth $215K as of Q3 2022.
Doyle Wealth Management bought 5 First Trust Managed Municipal ETF shares in Q3 2022, an estimated $254.
First Trust Managed Municipal ETF made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #194 holding.
Doyle Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 12 quarters since.
Doyle Wealth Management's First Trust Managed Municipal ETF position peaked at $719K in Q4 2021.
285 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.