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Independence Bank of Kentucky’s First Trust Managed Municipal ETF FMB Stock Holding History

Independence Bank of Kentucky’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
Q1 		– Sell
-521
Closed -$26.9K – 528
2023
Q4 		$26.9K Buy
+521
New +$25.9K 0.01% 356

Other funds holding FMB

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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 $4.02B AUM 20% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independence Bank of Kentucky's FMB Position: Q1 2024 in Review

Independence Bank of Kentucky sold out of First Trust Managed Municipal ETF (FMB) in Q1 2024, closing a stake of 521 shares — an estimated $26.9K sold.

Independence Bank of Kentucky first reported a position in FMB in Q4 2023 and held it in 1 quarter. The position peaked at $26.9K in Q4 2023. 298 funds tracked by Wall St. Rank hold FMB as of Q1 2024.

  • Independence Bank of Kentucky reported no remaining First Trust Managed Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • Independence Bank of Kentucky sold 521 First Trust Managed Municipal ETF shares in Q1 2024, an estimated $26.9K.
  • Independence Bank of Kentucky first reported a position in First Trust Managed Municipal ETF in Q4 2023 and held it in 1 quarter.
  • Independence Bank of Kentucky's First Trust Managed Municipal ETF position peaked at $26.9K in Q4 2023.
  • 298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2024.

Based on Independence Bank of Kentucky's 13F filing for Q1 2024, filed 16 Apr 2024.