IAG Wealth Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

IAG Wealth Partners’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 Q3	–	Sell	-1,047	Closed	-$53.5K	–	505
2024 Q2	$53.5K	Buy	+1,047	New	+$53.4K	0.01%	172
2023 Q2	–	Sell	-615	Closed	-$31.3K	–	462
2023 Q1	$31.3K	Buy	+615	New	+$31.3K	0.01%	180
2020 Q1	–	Sell	-777	Closed	-$44K	–	434
2019 Q4	$44K	Buy	+777	New	+$43.1K	0.03%	114

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 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

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

RJFSA

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

IAG Wealth Partners's FMB Position: Q3 2024 in Review

IAG Wealth Partners sold out of First Trust Managed Municipal ETF (FMB) in Q3 2024, closing a stake of 1,047 shares — an estimated $53.5K sold.

IAG Wealth Partners first reported a position in FMB in Q4 2019 and held it in 3 quarters. The position peaked at $53.5K in Q2 2024. 303 funds tracked by Wall St. Rank hold FMB as of Q3 2024.

IAG Wealth Partners reported no remaining First Trust Managed Municipal ETF position as of Q3 2024 after selling out during the quarter.
IAG Wealth Partners sold 1,047 First Trust Managed Municipal ETF shares in Q3 2024, an estimated $53.5K.
IAG Wealth Partners first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 3 quarters.
IAG Wealth Partners's First Trust Managed Municipal ETF position peaked at $53.5K in Q2 2024.
303 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.