MBA Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

MBA Advisors’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	–	Sell	-4,842	Closed	-$245K	–	127
2022 Q2	$245K	Buy	+4,842	New	+$248K	0.17%	106
2022 Q1	–	Sell	-4,228	Closed	-$241K	–	153
2021 Q4	$241K	Hold	4,228	–	–	0.15%	134
2021 Q3	$240K	Buy	+4,228	New	+$243K	0.18%	118

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

MBA Advisors's FMB Position: Q3 2022 in Review

MBA Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q3 2022, closing a stake of 4,842 shares — an estimated $245K sold.

MBA Advisors first reported a position in FMB in Q3 2021 and held it in 3 quarters. The position peaked at $245K in Q2 2022. 285 funds tracked by Wall St. Rank hold FMB as of Q3 2022.

MBA Advisors reported no remaining First Trust Managed Municipal ETF position as of Q3 2022 after selling out during the quarter.
MBA Advisors sold 4,842 First Trust Managed Municipal ETF shares in Q3 2022, an estimated $245K.
MBA Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2021 and held it in 3 quarters.
MBA Advisors's First Trust Managed Municipal ETF position peaked at $245K in Q2 2022.
285 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2022.

Based on MBA Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.