Glassman Wealth Services’s First Trust Managed Municipal ETF FMB Stock Holding History

Glassman Wealth 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
2023 Q2	–	Sell	-556	Closed	-$28.3K	–	1947
2023 Q1	$28.3K	Buy	+556	New	+$28.3K	﹤0.01%	543

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

SFA

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

Glassman Wealth Services's FMB Position: Q2 2023 in Review

Glassman Wealth Services sold out of First Trust Managed Municipal ETF (FMB) in Q2 2023, closing a stake of 556 shares — an estimated $28.3K sold.

Glassman Wealth Services first reported a position in FMB in Q1 2023 and held it in 1 quarter. The position peaked at $28.3K in Q1 2023. 276 funds tracked by Wall St. Rank hold FMB as of Q2 2023.

Glassman Wealth Services reported no remaining First Trust Managed Municipal ETF position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 556 First Trust Managed Municipal ETF shares in Q2 2023, an estimated $28.3K.
Glassman Wealth Services first reported a position in First Trust Managed Municipal ETF in Q1 2023 and held it in 1 quarter.
Glassman Wealth Services's First Trust Managed Municipal ETF position peaked at $28.3K in Q1 2023.
276 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.