Mid Atlantic Financial Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$392K	Buy	6,898 +7	+0.1%	+$402	0.03%	551
2021 Q2	$395K	Buy	6,891 +18	+0.3%	+$1.03K	0.03%	556
2021 Q1	$388K	Buy	6,873 +19	+0.3%	+$1.08K	0.03%	522
2020 Q4	$389K	Buy	+6,854	New	+$384K	0.03%	475

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CAMG

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RJA

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

Mid Atlantic Financial Management's FMB Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its First Trust Managed Municipal ETF (FMB) stake by 0.1% in Q3 2021, buying an estimated $402 and bringing the position to 6,898 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #551.

Mid Atlantic Financial Management first reported a position in FMB in Q4 2020 and has held it in 4 quarters since. The position peaked at $395K in Q2 2021. 249 funds tracked by Wall St. Rank hold FMB as of Q3 2021.

Mid Atlantic Financial Management held 6,898 shares of First Trust Managed Municipal ETF worth $392K as of Q3 2021.
Mid Atlantic Financial Management bought 7 First Trust Managed Municipal ETF shares in Q3 2021, an estimated $402.
First Trust Managed Municipal ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #551 holding.
Mid Atlantic Financial Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 4 quarters since.
Mid Atlantic Financial Management's First Trust Managed Municipal ETF position peaked at $395K in Q2 2021.
249 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.