Hoover Financial Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Hoover Financial 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 Q2	$6K	Buy	108 +10	+10%	+$571	﹤0.01%	525
2021 Q1	$6K	Buy	98 +35	+56%	+$1.99K	﹤0.01%	475
2020 Q4	$4K	Buy	+63	New	+$3.53K	﹤0.01%	469
2020 Q3	–	Sell	-58	Closed	-$3K	–	293
2020 Q2	$3K	Buy	+58	New	+$3.12K	﹤0.01%	421

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Hoover Financial Advisors's FMB Position: Q2 2021 in Review

Hoover Financial Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 10% in Q2 2021, buying an estimated $571 and bringing the position to 108 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Hoover Financial Advisors first reported a position in FMB in Q2 2020 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold FMB as of Q2 2021.

Hoover Financial Advisors held 108 shares of First Trust Managed Municipal ETF worth $6K as of Q2 2021.
Hoover Financial Advisors bought 10 First Trust Managed Municipal ETF shares in Q2 2021, an estimated $571.
First Trust Managed Municipal ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #525 holding.
Hoover Financial Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2020 and has held it in 4 quarters since.
255 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.