Karn Couzens & Associates’s First Trust Managed Municipal ETF FMB Stock Holding History

Karn Couzens & Associates’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
2022 Q1	–	Sell	-6,059	Closed	-$345K	–	91
2021 Q4	$345K	Buy	+6,059	New	+$344K	0.24%	57

Other funds holding FMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $3.64B AUM 14.73% 1-Year Est. Return

Karn Couzens & Associates's FMB Position: Q1 2022 in Review

Karn Couzens & Associates sold out of First Trust Managed Municipal ETF (FMB) in Q1 2022, closing a stake of 6,059 shares — an estimated $345K sold.

Karn Couzens & Associates first reported a position in FMB in Q4 2021 and held it in 1 quarter. The position peaked at $345K in Q4 2021. 294 funds tracked by Wall St. Rank hold FMB as of Q1 2022.

Karn Couzens & Associates reported no remaining First Trust Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
Karn Couzens & Associates sold 6,059 First Trust Managed Municipal ETF shares in Q1 2022, an estimated $345K.
Karn Couzens & Associates first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 1 quarter.
Karn Couzens & Associates's First Trust Managed Municipal ETF position peaked at $345K in Q4 2021.
294 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.