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

Elk River 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 Q1	–	Sell	-6,769	Closed	-$386K	–	126
2021 Q4	$386K	Hold	6,769	–	–	0.09%	95
2021 Q3	$384K	Buy	6,769 +869	+15%	+$49.9K	0.1%	94
2021 Q2	$338K	Hold	5,900	–	–	0.09%	94
2021 Q1	$333K	Hold	5,900	–	–	0.09%	93
2020 Q4	$335K	Buy	+5,900	New	+$330K	0.11%	92

Other funds holding FMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAMG

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $3.64B AUM 14.73% 1-Year Est. Return

Elk River Wealth Management's FMB Position: Q1 2022 in Review

Elk River Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q1 2022, closing a stake of 6,769 shares — an estimated $386K sold.

Elk River Wealth Management first reported a position in FMB in Q4 2020 and held it in 5 quarters. The position peaked at $386K in Q4 2021. 294 funds tracked by Wall St. Rank hold FMB as of Q1 2022.

Elk River Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
Elk River Wealth Management sold 6,769 First Trust Managed Municipal ETF shares in Q1 2022, an estimated $386K.
Elk River Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 5 quarters.
Elk River Wealth Management's First Trust Managed Municipal ETF position peaked at $386K in Q4 2021.
294 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2022.

Based on Elk River Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.