Lunt Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Lunt Capital 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 Q3	–	Sell	-9,947	Closed	-$508K	–	92
2024 Q2	$508K	Hold	9,947	–	–	0.25%	59
2024 Q1	$511K	Hold	9,947	–	–	0.25%	59
2023 Q4	$514K	Hold	9,947	–	–	0.27%	61
2023 Q3	$486K	Hold	9,947	–	–	0.26%	55
2023 Q2	$504K	Buy	+9,947	New	+$504K	0.27%	57

Other funds holding FMB

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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 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

Lunt Capital Management's FMB Position: Q3 2024 in Review

Lunt Capital Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2024, closing a stake of 9,947 shares — an estimated $508K sold.

Lunt Capital Management first reported a position in FMB in Q2 2023 and held it in 5 quarters. The position peaked at $514K in Q4 2023. 303 funds tracked by Wall St. Rank hold FMB as of Q3 2024.

Lunt Capital Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2024 after selling out during the quarter.
Lunt Capital Management sold 9,947 First Trust Managed Municipal ETF shares in Q3 2024, an estimated $508K.
Lunt Capital Management first reported a position in First Trust Managed Municipal ETF in Q2 2023 and held it in 5 quarters.
Lunt Capital Management's First Trust Managed Municipal ETF position peaked at $514K in Q4 2023.
303 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2024.

Based on Lunt Capital Management's 13F filing for Q3 2024, filed 24 Oct 2024.