Mariner Independent Advisor Network’s First Trust Managed Municipal ETF FMB Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$2.49M	Buy	+51,084	New	+$2.6M	0.11%	197
2020 Q1	–	Sell	-15,642	Closed	-$869K	–	367
2019 Q4	$869K	Sell	15,642 -170	-1%	-$9.43K	0.06%	261
2019 Q3	$879K	Buy	15,812 +808	+5%	+$44.8K	0.07%	258
2019 Q2	$822K	Buy	15,004 +1,829	+14%	+$99.3K	0.06%	256
2019 Q1	$708K	Buy	13,175 +2,123	+19%	+$113K	0.06%	267
2018 Q4	$582K	Buy	+11,052	New	+$576K	0.05%	283

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

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

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

RJFSA

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

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

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

SFA

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

Mariner Independent Advisor Network's FMB Position: Q3 2022 in Review

Mariner Independent Advisor Network opened a new position in First Trust Managed Municipal ETF (FMB) in Q3 2022: 51,084 shares worth $2.49M. The stake represents 0.11% of the portfolio and ranks #197 among its holdings. This is a return to the name: Mariner Independent Advisor Network previously reported a position in FMB as recently as Q4 2019.

Mariner Independent Advisor Network first reported a position in FMB in Q4 2018 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold FMB as of Q3 2022.

Mariner Independent Advisor Network held 51,084 shares of First Trust Managed Municipal ETF worth $2.49M as of Q3 2022.
First Trust Managed Municipal ETF was a new Mariner Independent Advisor Network position in Q3 2022.
First Trust Managed Municipal ETF made up 0.11% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #197 holding.
Mariner Independent Advisor Network first reported a position in First Trust Managed Municipal ETF in Q4 2018 and has held it in 6 quarters since.
285 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.