GFPC
FMB icon

Global Financial Private Capital’s First Trust Managed Municipal ETF FMB Stock Holding History

Global Financial Private Capital’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
Q4 		– Sell
-34
Closed -$2K – 404
2019
Q3 		$2K Hold
34
– – ﹤0.01% 350
2019
Q2 		$2K Buy
+34
New +$1.85K ﹤0.01% 421

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

Global Financial Private Capital's FMB Position: Q4 2019 in Review

Global Financial Private Capital sold out of First Trust Managed Municipal ETF (FMB) in Q4 2019, closing a stake of 34 shares — an estimated $2K sold.

Global Financial Private Capital first reported a position in FMB in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 181 funds tracked by Wall St. Rank hold FMB as of Q4 2019.

  • Global Financial Private Capital reported no remaining First Trust Managed Municipal ETF position as of Q4 2019 after selling out during the quarter.
  • Global Financial Private Capital sold 34 First Trust Managed Municipal ETF shares in Q4 2019, an estimated $2K.
  • Global Financial Private Capital first reported a position in First Trust Managed Municipal ETF in Q2 2019 and held it in 2 quarters.
  • Global Financial Private Capital's First Trust Managed Municipal ETF position peaked at $2K in Q3 2019.
  • 181 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2019.

Based on Global Financial Private Capital's 13F filing for Q4 2019, filed 11 Feb 2020.