Householder Group Estate & Retirement Specialist’s First Trust Managed Municipal ETF FMB Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q1	$9K	Buy	+180	New	+$9.15K	﹤0.01%	831
2022 Q4	–	Sell	-180	Closed	-$8K	–	574
2022 Q3	$8K	Buy	+180	New	+$9.15K	﹤0.01%	776

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

CWM

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

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

Householder Group Estate & Retirement Specialist's FMB Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in First Trust Managed Municipal ETF (FMB) in Q1 2023: 180 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in FMB as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in FMB in Q3 2022 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold FMB as of Q1 2023.

Householder Group Estate & Retirement Specialist held 180 shares of First Trust Managed Municipal ETF worth $9K as of Q1 2023.
First Trust Managed Municipal ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
First Trust Managed Municipal ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #831 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Managed Municipal ETF in Q3 2022 and has held it in 2 quarters since.
274 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.