F/M Investments’s First Trust Managed Municipal ETF FMB Stock Holding History

F/M Investments’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
2024 Q1	–	Sell	-5,961	Closed	-$308K	–	87
2023 Q4	$308K	Hold	5,961	–	–	0.17%	65
2023 Q3	$291K	Buy	+5,961	New	+$299K	0.22%	58

Other funds holding FMB

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

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

SFA

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

APP

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

RJFSA

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

CWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

F/M Investments's FMB Position: Q1 2024 in Review

F/M Investments sold out of First Trust Managed Municipal ETF (FMB) in Q1 2024, closing a stake of 5,961 shares — an estimated $308K sold.

F/M Investments first reported a position in FMB in Q3 2023 and held it in 2 quarters. The position peaked at $308K in Q4 2023. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2024.

F/M Investments reported no remaining First Trust Managed Municipal ETF position as of Q1 2024 after selling out during the quarter.
F/M Investments sold 5,961 First Trust Managed Municipal ETF shares in Q1 2024, an estimated $308K.
F/M Investments first reported a position in First Trust Managed Municipal ETF in Q3 2023 and held it in 2 quarters.
F/M Investments's First Trust Managed Municipal ETF position peaked at $308K in Q4 2023.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2024.

Based on F/M Investments's 13F filing for Q1 2024, filed 23 Apr 2024.