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Grove Bank & Trust’s First Trust Managed Municipal ETF FMB Stock Holding History

Grove Bank & Trust’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
2021
Q4 		– Sell
-7,550
Closed -$429K – 238
2021
Q3 		$429K Buy
+7,550
New +$434K 0.09% 154

Other funds holding FMB

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Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Grove Bank & Trust's FMB Position: Q4 2021 in Review

Grove Bank & Trust sold out of First Trust Managed Municipal ETF (FMB) in Q4 2021, closing a stake of 7,550 shares — an estimated $429K sold.

Grove Bank & Trust first reported a position in FMB in Q3 2021 and held it in 1 quarter. The position peaked at $429K in Q3 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q4 2021.

  • Grove Bank & Trust reported no remaining First Trust Managed Municipal ETF position as of Q4 2021 after selling out during the quarter.
  • Grove Bank & Trust sold 7,550 First Trust Managed Municipal ETF shares in Q4 2021, an estimated $429K.
  • Grove Bank & Trust first reported a position in First Trust Managed Municipal ETF in Q3 2021 and held it in 1 quarter.
  • Grove Bank & Trust's First Trust Managed Municipal ETF position peaked at $429K in Q3 2021.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2021.

Based on Grove Bank & Trust's 13F filing for Q4 2021, filed 31 Jan 2022.