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Harbor Investment Advisory’s First Trust Managed Municipal ETF FMB Stock Holding History

Harbor Investment Advisory’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
-754
Closed -$38.4K – 1358
2023
Q1 		$38.4K Buy
+754
New +$38.3K 0.01% 774

Other funds holding FMB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbor Investment Advisory's FMB Position: Q2 2023 in Review

Harbor Investment Advisory sold out of First Trust Managed Municipal ETF (FMB) in Q2 2023, closing a stake of 754 shares — an estimated $38.4K sold.

Harbor Investment Advisory first reported a position in FMB in Q1 2023 and held it in 1 quarter. The position peaked at $38.4K in Q1 2023. 276 funds tracked by Wall St. Rank hold FMB as of Q2 2023.

  • Harbor Investment Advisory reported no remaining First Trust Managed Municipal ETF position as of Q2 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 754 First Trust Managed Municipal ETF shares in Q2 2023, an estimated $38.4K.
  • Harbor Investment Advisory first reported a position in First Trust Managed Municipal ETF in Q1 2023 and held it in 1 quarter.
  • Harbor Investment Advisory's First Trust Managed Municipal ETF position peaked at $38.4K in Q1 2023.
  • 276 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2023.

Based on Harbor Investment Advisory's 13F filing for Q2 2023, filed 14 Jul 2023.