Gray Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Gray Wealth Management’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 Q3	–	Sell	-4,020	Closed	-$203K	–	112
2022 Q2	$203K	Hold	4,020	–	–	0.12%	108
2022 Q1	$213K	Hold	4,020	–	–	0.11%	119
2021 Q4	$229K	Sell	4,020 -185	-4%	-$10.5K	0.11%	113
2021 Q3	$239K	Buy	+4,205	New	+$241K	0.13%	103

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJFSA

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

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

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

SFA

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

Gray Wealth Management's FMB Position: Q3 2022 in Review

Gray Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2022, closing a stake of 4,020 shares — an estimated $203K sold.

Gray Wealth Management first reported a position in FMB in Q3 2021 and held it in 4 quarters. The position peaked at $239K in Q3 2021. 285 funds tracked by Wall St. Rank hold FMB as of Q3 2022.

Gray Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2022 after selling out during the quarter.
Gray Wealth Management sold 4,020 First Trust Managed Municipal ETF shares in Q3 2022, an estimated $203K.
Gray Wealth Management first reported a position in First Trust Managed Municipal ETF in Q3 2021 and held it in 4 quarters.
Gray Wealth Management's First Trust Managed Municipal ETF position peaked at $239K in Q3 2021.
285 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2022.

Based on Gray Wealth Management's 13F filing for Q3 2022, filed 3 Jan 2023.