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Measured Wealth Private Client Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Measured Wealth Private Client Group’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
-200
Closed -$10K – 307
2018
Q3 		$10K Buy
+200
New +$10.5K 0.01% 615

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Measured Wealth Private Client Group's FMB Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Managed Municipal ETF (FMB) in Q4 2018, closing a stake of 200 shares — an estimated $10K sold.

Measured Wealth Private Client Group first reported a position in FMB in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 94 funds tracked by Wall St. Rank hold FMB as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining First Trust Managed Municipal ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 200 First Trust Managed Municipal ETF shares in Q4 2018, an estimated $10K.
  • Measured Wealth Private Client Group first reported a position in First Trust Managed Municipal ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's First Trust Managed Municipal ETF position peaked at $10K in Q3 2018.
  • 94 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.