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Jaffetilchin Investment Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Jaffetilchin Investment 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
Q4 		– Sell
-109
Closed -$5.66K – 691
2024
Q3 		$5.66K Buy
+109
New +$5.63K ﹤0.01% 1009
2020
Q3 		– Sell
-6,665
Closed -$367K – 237
2020
Q2 		$367K Sell
6,665
-2,607
-28% -$140K 0.08% 155
2020
Q1 		$501K Sell
9,272
-7,146
-44% -$397K 0.18% 80
2019
Q4 		$912K Buy
+16,418
New +$911K 0.2% 78

Other funds holding FMB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jaffetilchin Investment Partners's FMB Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust Managed Municipal ETF (FMB) in Q4 2024, closing a stake of 109 shares — an estimated $5.66K sold.

Jaffetilchin Investment Partners first reported a position in FMB in Q4 2019 and held it in 4 quarters. The position peaked at $912K in Q4 2019. 308 funds tracked by Wall St. Rank hold FMB as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining First Trust Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 109 First Trust Managed Municipal ETF shares in Q4 2024, an estimated $5.66K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's First Trust Managed Municipal ETF position peaked at $912K in Q4 2019.
  • 308 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.