Freedman Financial Associates’s First Trust Managed Municipal ETF FMB Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-750	Closed	-$40K	–	145
2022 Q1	$40K	Hold	750	–	–	0.03%	230
2021 Q4	$43K	Hold	750	–	–	0.03%	223
2021 Q3	$43K	Hold	750	–	–	0.03%	214
2021 Q2	$43K	Hold	750	–	–	0.03%	211
2021 Q1	$42K	Hold	750	–	–	0.03%	215
2020 Q4	$43K	Buy	+750	New	+$42K	0.04%	200

Other funds holding FMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

SFA

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

Freedman Financial Associates's FMB Position: Q2 2022 in Review

Freedman Financial Associates sold out of First Trust Managed Municipal ETF (FMB) in Q2 2022, closing a stake of 750 shares — an estimated $40K sold.

Freedman Financial Associates first reported a position in FMB in Q4 2020 and held it in 6 quarters. The position peaked at $43K in Q4 2021. 288 funds tracked by Wall St. Rank hold FMB as of Q2 2022.

Freedman Financial Associates reported no remaining First Trust Managed Municipal ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 750 First Trust Managed Municipal ETF shares in Q2 2022, an estimated $40K.
Freedman Financial Associates first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's First Trust Managed Municipal ETF position peaked at $43K in Q4 2021.
288 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.