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

Echo 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	–	Sell	-6,704	Closed	-$343K	–	46
2022 Q2	$343K	Sell	6,704 -10,050	-60%	-$515K	0.46%	32
2022 Q1	$875K	Sell	16,754 -4,815	-22%	-$265K	1.03%	21
2021 Q4	$1.22M	Buy	21,569 +1,816	+9%	+$103K	1.39%	21
2021 Q3	$1.12M	Buy	19,753 +2,253	+13%	+$129K	1.33%	20
2021 Q2	$1.01M	Sell	17,500 -384	-2%	-$21.9K	1.29%	22
2021 Q1	$1.01M	Sell	17,884 -2,974	-14%	-$169K	1.27%	22
2020 Q4	$1.18M	Buy	+20,858	New	+$1.17M	1.55%	18

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFA

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

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

Echo Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2022, closing a stake of 6,704 shares — an estimated $343K sold.

Echo Wealth Management first reported a position in FMB in Q4 2020 and held it in 7 quarters. The position peaked at $1.22M in Q4 2021. 285 funds tracked by Wall St. Rank hold FMB as of Q3 2022.

Echo Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2022 after selling out during the quarter.
Echo Wealth Management sold 6,704 First Trust Managed Municipal ETF shares in Q3 2022, an estimated $343K.
Echo Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 7 quarters.
Echo Wealth Management's First Trust Managed Municipal ETF position peaked at $1.22M in Q4 2021.
285 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2022.

Based on Echo Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.