EWM
FMB icon

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

Executive 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
2019
Q3 		– Sell
-16
Closed -$1K – 362
2019
Q2 		$1K Hold
16
– – ﹤0.01% 846
2019
Q1 		$1K Sell
16
-4
-20% -$212 ﹤0.01% 781
2018
Q4 		$1K Buy
+20
New +$1.04K ﹤0.01% 818

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Executive Wealth Management's FMB Position: Q3 2019 in Review

Executive Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2019, closing a stake of 16 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in FMB in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 134 funds tracked by Wall St. Rank hold FMB as of Q3 2019.

  • Executive Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 16 First Trust Managed Municipal ETF shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's First Trust Managed Municipal ETF position peaked at $1K in Q2 2019.
  • 134 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.