Hochman Cole Investment Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Hochman Cole Investment Advisors’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 Q3	$1.09M	Buy	19,230 +9	+0%	+$517	0.43%	44
2021 Q2	$1.1M	Buy	19,221 +9	+0%	+$514	0.44%	42
2021 Q1	$1.08M	Buy	19,212 +10	+0.1%	+$567	0.46%	42
2020 Q4	$1.09M	Buy	19,202 +10	+0.1%	+$560	0.47%	39
2020 Q3	$1.07M	Sell	19,192 -353	-2%	-$19.7K	0.53%	37
2020 Q2	$1.07M	Buy	19,545 +462	+2%	+$24.9K	0.59%	36
2020 Q1	$1.03M	Hold	19,083	–	–	0.71%	37
2019 Q4	$1.06M	Buy	19,083 +3,335	+21%	+$185K	0.58%	40
2019 Q3	$875K	Buy	15,748 +5,811	+58%	+$322K	0.55%	43
2019 Q2	$544K	Hold	9,937	–	–	0.32%	62
2019 Q1	$535K	Buy	9,937 +1,137	+13%	+$60.3K	0.32%	64
2018 Q4	$463K	Sell	8,800 -10,646	-55%	-$554K	0.32%	63
2018 Q3	$1.02M	Sell	19,446 -2,313	-11%	-$122K	0.63%	37
2018 Q2	$1.15M	Buy	+21,759	New	+$1.14M	0.75%	32

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hochman Cole Investment Advisors's FMB Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 0.05% in Q3 2021, buying an estimated $517 and bringing the position to 19,230 shares worth $1.09M. The position accounts for 0.43% of the portfolio, ranked #44.

Hochman Cole Investment Advisors first reported a position in FMB in Q2 2018 and has held it in 14 quarters since. The position peaked at $1.15M in Q2 2018. 249 funds tracked by Wall St. Rank hold FMB as of Q3 2021.

Hochman Cole Investment Advisors held 19,230 shares of First Trust Managed Municipal ETF worth $1.09M as of Q3 2021.
Hochman Cole Investment Advisors bought 9 First Trust Managed Municipal ETF shares in Q3 2021, an estimated $517.
First Trust Managed Municipal ETF made up 0.43% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #44 holding.
Hochman Cole Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2018 and has held it in 14 quarters since.
Hochman Cole Investment Advisors's First Trust Managed Municipal ETF position peaked at $1.15M in Q2 2018.
249 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.