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

Mainstay 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
2018 Q4	–	Sell	-1,140	Closed	-$60K	–	185
2018 Q3	$60K	Hold	1,140	–	–	0.04%	188
2018 Q2	$60K	Buy	+1,140	New	+$59.9K	0.05%	163

Other funds holding FMB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

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

RJFSA

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

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $273M AUM 24.87% 1-Year Est. Return

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

Mainstay Capital Management's FMB Position: Q4 2018 in Review

Mainstay Capital Management sold out of First Trust Managed Municipal ETF (FMB) in Q4 2018, closing a stake of 1,140 shares — an estimated $60K sold.

Mainstay Capital Management first reported a position in FMB in Q2 2018 and held it in 2 quarters. The position peaked at $60K in Q3 2018. 94 funds tracked by Wall St. Rank hold FMB as of Q4 2018.

Mainstay Capital Management reported no remaining First Trust Managed Municipal ETF position as of Q4 2018 after selling out during the quarter.
Mainstay Capital Management sold 1,140 First Trust Managed Municipal ETF shares in Q4 2018, an estimated $60K.
Mainstay Capital Management first reported a position in First Trust Managed Municipal ETF in Q2 2018 and held it in 2 quarters.
Mainstay Capital Management's First Trust Managed Municipal ETF position peaked at $60K in Q3 2018.
94 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2018.

Based on Mainstay Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.