EWA
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Encompass Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Encompass Wealth Advisors’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
2021
Q2 		– Sell
-7,698
Closed -$438K – 357
2021
Q1 		$438K Buy
+7,698
New +$437K 0.11% 145

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Encompass Wealth Advisors's FMB Position: Q2 2021 in Review

Encompass Wealth Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q2 2021, closing a stake of 7,698 shares — an estimated $438K sold.

Encompass Wealth Advisors first reported a position in FMB in Q1 2021 and held it in 1 quarter. The position peaked at $438K in Q1 2021. 255 funds tracked by Wall St. Rank hold FMB as of Q2 2021.

  • Encompass Wealth Advisors reported no remaining First Trust Managed Municipal ETF position as of Q2 2021 after selling out during the quarter.
  • Encompass Wealth Advisors sold 7,698 First Trust Managed Municipal ETF shares in Q2 2021, an estimated $438K.
  • Encompass Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q1 2021 and held it in 1 quarter.
  • Encompass Wealth Advisors's First Trust Managed Municipal ETF position peaked at $438K in Q1 2021.
  • 255 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2021.

Based on Encompass Wealth Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.