Ken Fisher
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Ken Fisher’s First Trust Managed Municipal ETF FMB Stock Holding History

Ken Fisher’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
2021
Q1 		– Sell
-3,604
Closed -$204K – 935
2020
Q4 		$204K Buy
+3,604
New +$202K ﹤0.01% 868

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ken Fisher's FMB Position: Q1 2021 in Review

Ken Fisher sold out of First Trust Managed Municipal ETF (FMB) in Q1 2021, closing a stake of 3,604 shares — an estimated $204K sold.

Ken Fisher first reported a position in FMB in Q4 2020 and held it in 1 quarter. The position peaked at $204K in Q4 2020. 233 funds tracked by Wall St. Rank hold FMB as of Q1 2021.

  • Ken Fisher reported no remaining First Trust Managed Municipal ETF position as of Q1 2021 after selling out during the quarter.
  • Ken Fisher sold 3,604 First Trust Managed Municipal ETF shares in Q1 2021, an estimated $204K.
  • Ken Fisher first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 1 quarter.
  • Ken Fisher's First Trust Managed Municipal ETF position peaked at $204K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2021.

Based on Fisher Asset Management's 13F filing for Q1 2021, filed 27 Apr 2021.