Gradient Investments’s First Trust Managed Municipal ETF FMB Stock Holding History

Gradient 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
2023 Q3	–	Sell	-1,493	Closed	-$75.7K	–	1843
2023 Q2	$75.7K	Hold	1,493	–	–	﹤0.01%	442
2023 Q1	$76K	Hold	1,493	–	–	﹤0.01%	421
2022 Q4	$74.8K	Hold	1,493	–	–	﹤0.01%	432
2022 Q3	$73K	Buy	+1,493	New	+$75.9K	﹤0.01%	420
2018 Q4	–	Sell	-29	Closed	-$2K	–	969
2018 Q3	$2K	Hold	29	–	–	﹤0.01%	830
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	815
2018 Q1	$2K	Buy	+29	New	+$1.53K	﹤0.01%	820

Other funds holding FMB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

SFA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Gradient Investments's FMB Position: Q3 2023 in Review

Gradient Investments sold out of First Trust Managed Municipal ETF (FMB) in Q3 2023, closing a stake of 1,493 shares — an estimated $75.7K sold.

Gradient Investments first reported a position in FMB in Q1 2018 and held it in 7 quarters. The position peaked at $76K in Q1 2023. 274 funds tracked by Wall St. Rank hold FMB as of Q3 2023.

Gradient Investments reported no remaining First Trust Managed Municipal ETF position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 1,493 First Trust Managed Municipal ETF shares in Q3 2023, an estimated $75.7K.
Gradient Investments first reported a position in First Trust Managed Municipal ETF in Q1 2018 and held it in 7 quarters.
Gradient Investments's First Trust Managed Municipal ETF position peaked at $76K in Q1 2023.
274 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.