Heritage Wealth Management (Arizona)’s First Trust Managed Municipal ETF FMB Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$32.1K	Sell	640 -929	-59%	-$46.1K	﹤0.01%	570
2022 Q3	$76K	Buy	1,569 +1,249	+390%	+$63.5K	0.02%	356
2022 Q2	$16.2K	Hold	320	–	–	0.01%	576
2022 Q1	$17K	Buy	+320	New	+$17.6K	﹤0.01%	620
2021 Q3	$19K	Buy	333 +13	+4%	+$747	0.01%	561
2021 Q2	$18K	Hold	320	–	–	0.01%	572
2021 Q1	$18K	Buy	+320	New	+$18.1K	0.01%	501

Other funds holding FMB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFA

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

RJFSA

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

Heritage Wealth Management (Arizona)'s FMB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its First Trust Managed Municipal ETF (FMB) stake by 59% in Q4 2022, selling an estimated $46.1K and leaving 640 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Heritage Wealth Management (Arizona) first reported a position in FMB in Q1 2021 and has held it in 7 quarters since. The position peaked at $76K in Q3 2022. 277 funds tracked by Wall St. Rank hold FMB as of Q4 2022.

Heritage Wealth Management (Arizona) held 640 shares of First Trust Managed Municipal ETF worth $32.1K as of Q4 2022.
Heritage Wealth Management (Arizona) sold 929 First Trust Managed Municipal ETF shares in Q4 2022, an estimated $46.1K.
First Trust Managed Municipal ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #570 holding.
Heritage Wealth Management (Arizona) first reported a position in First Trust Managed Municipal ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s First Trust Managed Municipal ETF position peaked at $76K in Q3 2022.
277 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.