Lee Financial’s First Trust Managed Municipal ETF FMB Stock Holding History

Lee Financial’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
2023 Q3	–	Sell	-361	Closed	-$18.3K	–	839
2023 Q2	$18.3K	Hold	361	–	–	﹤0.01%	318
2023 Q1	$18.4K	Hold	361	–	–	﹤0.01%	324
2022 Q4	$18.1K	Hold	361	–	–	﹤0.01%	355
2022 Q3	$18K	Buy	+361	New	+$18.3K	﹤0.01%	344

Other funds holding FMB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

SFA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Lee Financial's FMB Position: Q3 2023 in Review

Lee Financial sold out of First Trust Managed Municipal ETF (FMB) in Q3 2023, closing a stake of 361 shares — an estimated $18.3K sold.

Lee Financial first reported a position in FMB in Q3 2022 and held it in 4 quarters. The position peaked at $18.4K in Q1 2023. 274 funds tracked by Wall St. Rank hold FMB as of Q3 2023.

Lee Financial reported no remaining First Trust Managed Municipal ETF position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 361 First Trust Managed Municipal ETF shares in Q3 2023, an estimated $18.3K.
Lee Financial first reported a position in First Trust Managed Municipal ETF in Q3 2022 and held it in 4 quarters.
Lee Financial's First Trust Managed Municipal ETF position peaked at $18.4K in Q1 2023.
274 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.