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Leelyn Smith’s First Trust Managed Municipal ETF FMB Stock Holding History

Leelyn Smith’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
Q3 		– Sell
-5,376
Closed -$274K – 128
2024
Q2 		$274K Sell
5,376
-2,067
-28% -$105K 0.05% 115
2024
Q1 		$382K Sell
7,443
-7,367
-50% -$379K 0.08% 107
2023
Q4 		$765K Sell
14,810
-381
-3% -$19K 0.17% 95
2023
Q3 		$743K Sell
15,191
-16,599
-52% -$833K 0.18% 90
2023
Q2 		$1.61M Sell
31,790
-9,122
-22% -$463K 0.39% 67
2023
Q1 		$2.08M Buy
40,912
+6,215
+18% +$316K 0.53% 61
2022
Q4 		$1.74M Buy
34,697
+17,787
+105% +$882K 0.48% 64
2022
Q3 		$824K Sell
16,910
-11,098
-40% -$564K 0.28% 66
2022
Q2 		$1.42M Buy
28,008
+4,791
+21% +$245K 0.37% 63
2022
Q1 		$1.23M Buy
23,217
+567
+3% +$31.2K 0.32% 70
2021
Q4 		$1.29M Hold
22,650
– – 0.35% 71
2021
Q3 		$1.29M Buy
22,650
+444
+2% +$25.5K 0.37% 69
2021
Q2 		$1.27M Sell
22,206
-40
-0.2% -$2.28K 0.37% 70
2021
Q1 		$1.25M Buy
22,246
+5,179
+30% +$294K 0.37% 73
2020
Q4 		$968K Buy
17,067
+5,946
+53% +$333K 0.31% 75
2020
Q3 		$618K Buy
11,121
+1,420
+15% +$79.2K 0.22% 83
2020
Q2 		$532K Buy
9,701
+1,217
+14% +$65.5K 0.22% 84
2020
Q1 		$459K Buy
8,484
+2,316
+38% +$129K 0.24% 77
2019
Q4 		$343K Buy
+6,168
New +$342K 0.17% 89

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $4.02B AUM 20% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Leelyn Smith's FMB Position: Q3 2024 in Review

Leelyn Smith sold out of First Trust Managed Municipal ETF (FMB) in Q3 2024, closing a stake of 5,376 shares — an estimated $274K sold.

Leelyn Smith first reported a position in FMB in Q4 2019 and held it in 19 quarters. The position peaked at $2.08M in Q1 2023. 303 funds tracked by Wall St. Rank hold FMB as of Q3 2024.

  • Leelyn Smith reported no remaining First Trust Managed Municipal ETF position as of Q3 2024 after selling out during the quarter.
  • Leelyn Smith sold 5,376 First Trust Managed Municipal ETF shares in Q3 2024, an estimated $274K.
  • Leelyn Smith first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 19 quarters.
  • Leelyn Smith's First Trust Managed Municipal ETF position peaked at $2.08M in Q1 2023.
  • 303 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2024.

Based on Leelyn Smith's 13F filing for Q3 2024, filed 12 Nov 2024.