Econ Financial Services’s First Trust Managed Municipal ETF FMB Stock Holding History

Econ Financial Services’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	-38,947	Closed	-$1.99M	–	80
2024 Q2	$1.99M	Buy	38,947 +366	+0.9%	+$18.7K	1.23%	21
2024 Q1	$1.98M	Buy	+38,581	New	+$1.99M	1.23%	24
2022 Q4	–	Sell	-16,083	Closed	-$784K	–	60
2022 Q3	$784K	Sell	16,083 -735	-4%	-$37.3K	0.65%	51
2022 Q2	$851K	Sell	16,818 -669	-4%	-$34.3K	0.69%	42
2022 Q1	$928K	Buy	+17,487	New	+$963K	0.69%	40

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

Econ Financial Services's FMB Position: Q3 2024 in Review

Econ Financial Services sold out of First Trust Managed Municipal ETF (FMB) in Q3 2024, closing a stake of 38,947 shares — an estimated $1.99M sold.

Econ Financial Services first reported a position in FMB in Q1 2022 and held it in 5 quarters. The position peaked at $1.99M in Q2 2024. 302 funds tracked by Wall St. Rank hold FMB as of Q3 2024.

Econ Financial Services reported no remaining First Trust Managed Municipal ETF position as of Q3 2024 after selling out during the quarter.
Econ Financial Services sold 38,947 First Trust Managed Municipal ETF shares in Q3 2024, an estimated $1.99M.
Econ Financial Services first reported a position in First Trust Managed Municipal ETF in Q1 2022 and held it in 5 quarters.
Econ Financial Services's First Trust Managed Municipal ETF position peaked at $1.99M in Q2 2024.
302 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2024.

Based on Econ Financial Services's 13F filing for Q3 2024, filed 18 Oct 2024.