HR
FMB icon

Hardy Reed’s First Trust Managed Municipal ETF FMB Stock Holding History

Hardy Reed’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
2024
Q1 		– Sell
-9,000
Closed -$465K – 121
2023
Q4 		$465K Buy
+9,000
New +$448K 0.06% 71

Other funds holding FMB

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hardy Reed's FMB Position: Q1 2024 in Review

Hardy Reed sold out of First Trust Managed Municipal ETF (FMB) in Q1 2024, closing a stake of 9,000 shares — an estimated $465K sold.

Hardy Reed first reported a position in FMB in Q4 2023 and held it in 1 quarter. The position peaked at $465K in Q4 2023. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2024.

  • Hardy Reed reported no remaining First Trust Managed Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • Hardy Reed sold 9,000 First Trust Managed Municipal ETF shares in Q1 2024, an estimated $465K.
  • Hardy Reed first reported a position in First Trust Managed Municipal ETF in Q4 2023 and held it in 1 quarter.
  • Hardy Reed's First Trust Managed Municipal ETF position peaked at $465K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2024.

Based on Hardy Reed's 13F filing for Q1 2024, filed 2 May 2024.