ICA Group Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

ICA Group Wealth Management’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 Q2	$149K	Sell	2,926 -1,442	-33%	-$73.6K	0.09%	136
2024 Q1	$224K	Sell	4,368 -1,231	-22%	-$63.3K	0.04%	256
2023 Q4	$289K	Sell	5,599 -4,739	-46%	-$236K	0.06%	206
2023 Q3	$505K	Sell	10,338 -490	-5%	-$24.6K	0.14%	138
2023 Q2	$549K	Sell	10,828 -1,579	-13%	-$80.1K	0.14%	126
2023 Q1	$632K	Sell	12,407 -3,505	-22%	-$178K	0.15%	131
2022 Q4	$797K	Sell	15,912 -1,800	-10%	-$89.2K	0.19%	121
2022 Q3	$863K	Buy	17,712 +12	+0.1%	+$610	0.18%	128
2022 Q2	$907K	Sell	17,700 -1,984	-10%	-$102K	0.17%	129
2022 Q1	$1.02M	Buy	+19,684	New	+$1.08M	0.19%	122

Other funds holding FMB

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

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

SFA

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

RJFSA

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

CWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ICA Group Wealth Management's FMB Position: Q2 2024 in Review

ICA Group Wealth Management reduced its First Trust Managed Municipal ETF (FMB) stake by 33% in Q2 2024, selling an estimated $73.6K and leaving 2,926 shares worth $149K. The position accounts for 0.09% of the portfolio, ranked #136.

ICA Group Wealth Management first reported a position in FMB in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2022. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2024.

ICA Group Wealth Management held 2,926 shares of First Trust Managed Municipal ETF worth $149K as of Q2 2024.
ICA Group Wealth Management sold 1,442 First Trust Managed Municipal ETF shares in Q2 2024, an estimated $73.6K.
First Trust Managed Municipal ETF made up 0.09% of ICA Group Wealth Management's portfolio in Q2 2024, its #136 holding.
ICA Group Wealth Management first reported a position in First Trust Managed Municipal ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's First Trust Managed Municipal ETF position peaked at $1.02M in Q1 2022.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.