Engrave Wealth Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Engrave Wealth Partners’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 Q4	–	Sell	-14,721	Closed	-$717K	–	71
2022 Q3	$717K	Hold	14,721	–	–	0.34%	23
2022 Q2	$745K	Hold	14,721	–	–	0.33%	25
2022 Q1	$781K	Hold	14,721	–	–	0.29%	26
2021 Q4	$839K	Sell	14,721 -4,648	-24%	-$264K	0.24%	34
2021 Q3	$1.1M	Hold	19,369	–	–	0.32%	32
2021 Q2	$1.11M	Buy	19,369 +9,705	+100%	+$554K	0.33%	36
2021 Q1	$545K	Hold	9,664	–	–	0.22%	46
2020 Q4	$549K	Hold	9,664	–	–	0.45%	35
2020 Q3	$537K	Hold	9,664	–	–	0.52%	31
2020 Q2	$531K	Hold	9,664	–	–	0.47%	31
2020 Q1	$522K	Hold	9,664	–	–	0.62%	22
2019 Q4	$536K	Buy	+9,664	New	+$536K	0.52%	24

Other funds holding FMB

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

CWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Engrave Wealth Partners's FMB Position: Q4 2022 in Review

Engrave Wealth Partners sold out of First Trust Managed Municipal ETF (FMB) in Q4 2022, closing a stake of 14,721 shares — an estimated $717K sold.

Engrave Wealth Partners first reported a position in FMB in Q4 2019 and held it in 12 quarters. The position peaked at $1.11M in Q2 2021. 277 funds tracked by Wall St. Rank hold FMB as of Q4 2022.

Engrave Wealth Partners reported no remaining First Trust Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
Engrave Wealth Partners sold 14,721 First Trust Managed Municipal ETF shares in Q4 2022, an estimated $717K.
Engrave Wealth Partners first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 12 quarters.
Engrave Wealth Partners's First Trust Managed Municipal ETF position peaked at $1.11M in Q2 2021.
277 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2022.

Based on Engrave Wealth Partners's 13F filing for Q4 2022, filed 20 Jan 2023.