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McIlrath & Eck’s First Trust Managed Municipal ETF FMB Stock Holding History

McIlrath & Eck’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
-279
Closed -$14.2K – 991
2024
Q2 		$14.2K Buy
+279
New +$14.2K ﹤0.01% 532

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
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

McIlrath & Eck's FMB Position: Q3 2024 in Review

McIlrath & Eck sold out of First Trust Managed Municipal ETF (FMB) in Q3 2024, closing a stake of 279 shares — an estimated $14.2K sold.

McIlrath & Eck first reported a position in FMB in Q2 2024 and held it in 1 quarter. The position peaked at $14.2K in Q2 2024. 303 funds tracked by Wall St. Rank hold FMB as of Q3 2024.

  • McIlrath & Eck reported no remaining First Trust Managed Municipal ETF position as of Q3 2024 after selling out during the quarter.
  • McIlrath & Eck sold 279 First Trust Managed Municipal ETF shares in Q3 2024, an estimated $14.2K.
  • McIlrath & Eck first reported a position in First Trust Managed Municipal ETF in Q2 2024 and held it in 1 quarter.
  • McIlrath & Eck's First Trust Managed Municipal ETF position peaked at $14.2K in Q2 2024.
  • 303 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2024.

Based on McIlrath & Eck's 13F filing for Q3 2024, filed 19 Nov 2024.