Lifestyle Asset Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Lifestyle Asset Management’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 Q1	–	Sell	-28,586	Closed	-$1.48M	–	108
2023 Q4	$1.48M	Sell	28,586 -13,694	-32%	-$681K	0.82%	18
2023 Q3	$2.07M	Sell	42,280 -4,427	-9%	-$222K	1.25%	12
2023 Q2	$2.37M	Sell	46,707 -3,383	-7%	-$172K	1.42%	11
2023 Q1	$2.55M	Buy	50,090 +645	+1%	+$32.8K	1.71%	10
2022 Q4	$2.48M	Buy	+49,445	New	+$2.45M	1.98%	8

Other funds holding FMB

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

SFA

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

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

Lifestyle Asset Management's FMB Position: Q1 2024 in Review

Lifestyle Asset Management sold out of First Trust Managed Municipal ETF (FMB) in Q1 2024, closing a stake of 28,586 shares — an estimated $1.48M sold.

Lifestyle Asset Management first reported a position in FMB in Q4 2022 and held it in 5 quarters. The position peaked at $2.55M in Q1 2023. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2024.

Lifestyle Asset Management reported no remaining First Trust Managed Municipal ETF position as of Q1 2024 after selling out during the quarter.
Lifestyle Asset Management sold 28,586 First Trust Managed Municipal ETF shares in Q1 2024, an estimated $1.48M.
Lifestyle Asset Management first reported a position in First Trust Managed Municipal ETF in Q4 2022 and held it in 5 quarters.
Lifestyle Asset Management's First Trust Managed Municipal ETF position peaked at $2.55M in Q1 2023.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2024.

Based on Lifestyle Asset Management's 13F filing for Q1 2024, filed 19 Apr 2024.