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

Essex 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
2022 Q4	–	Sell	-4,915	Closed	-$239K	–	484
2022 Q3	$239K	Hold	4,915	–	–	0.03%	392
2022 Q2	$249K	Buy	4,915 +760	+18%	+$38.9K	0.03%	412
2022 Q1	$220K	Hold	4,155	–	–	0.02%	452
2021 Q4	$237K	Hold	4,155	–	–	0.02%	425
2021 Q3	$236K	Hold	4,155	–	–	0.03%	404
2021 Q2	$234K	Hold	4,155	–	–	0.03%	392
2021 Q1	$234K	Buy	+4,155	New	+$236K	0.04%	314

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

Essex Financial Services's FMB Position: Q4 2022 in Review

Essex Financial Services sold out of First Trust Managed Municipal ETF (FMB) in Q4 2022, closing a stake of 4,915 shares — an estimated $239K sold.

Essex Financial Services first reported a position in FMB in Q1 2021 and held it in 7 quarters. The position peaked at $249K in Q2 2022. 277 funds tracked by Wall St. Rank hold FMB as of Q4 2022.

Essex Financial Services reported no remaining First Trust Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
Essex Financial Services sold 4,915 First Trust Managed Municipal ETF shares in Q4 2022, an estimated $239K.
Essex Financial Services first reported a position in First Trust Managed Municipal ETF in Q1 2021 and held it in 7 quarters.
Essex Financial Services's First Trust Managed Municipal ETF position peaked at $249K in Q2 2022.
277 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2022.

Based on Essex Financial Services's 13F filing for Q4 2022, filed 10 Feb 2023.