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

LifePlan Financial Group’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
2020 Q3	$15K	Hold	276	–	–	0.01%	368
2020 Q2	$15K	Hold	276	–	–	0.01%	372
2020 Q1	$15K	Hold	276	–	–	0.01%	354
2019 Q4	$15K	Hold	276	–	–	0.01%	380
2019 Q3	$15K	Hold	276	–	–	0.01%	374
2019 Q2	$15K	Hold	276	–	–	0.01%	368
2019 Q1	$15K	Hold	276	–	–	0.01%	370
2018 Q4	$15K	Hold	276	–	–	0.01%	352
2018 Q3	$14K	Hold	276	–	–	0.01%	360
2018 Q2	$15K	Buy	276 +94	+52%	+$4.94K	0.01%	352
2018 Q1	$10K	Buy	+182	New	+$9.61K	0.01%	364

Other funds holding FMB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

LifePlan Financial Group's FMB Position: Q3 2020 in Review

LifePlan Financial Group held its First Trust Managed Municipal ETF (FMB) position steady in Q3 2020 at 276 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #368.

LifePlan Financial Group first reported a position in FMB in Q1 2018 and has held it in 11 quarters since. 202 funds tracked by Wall St. Rank hold FMB as of Q3 2020.

LifePlan Financial Group held 276 shares of First Trust Managed Municipal ETF worth $15K as of Q3 2020.
LifePlan Financial Group left its First Trust Managed Municipal ETF share count unchanged in Q3 2020.
First Trust Managed Municipal ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #368 holding.
LifePlan Financial Group first reported a position in First Trust Managed Municipal ETF in Q1 2018 and has held it in 11 quarters since.
202 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.