MAP
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Milestone Advisory Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Milestone Advisory Partners’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
2023
Q3 		$520K Hold
10,630
– – 0.43% 37
2023
Q2 		$539K Sell
10,630
-1,967
-16% -$99.8K 0.49% 36
2023
Q1 		$642K Buy
12,597
+900
+8% +$45.7K 0.59% 33
2022
Q4 		$586K Sell
11,697
-10,439
-47% -$518K 0.44% 33
2022
Q3 		$1.08M Sell
22,136
-3,590
-14% -$182K 0.81% 25
2022
Q2 		$1.31M Sell
25,726
-29,549
-53% -$1.51M 1.06% 22
2022
Q1 		$2.93M Hold
55,275
– – 1.58% 20
2021
Q4 		$3.15M Hold
55,275
– – 1.59% 19
2021
Q3 		$3.14M Sell
55,275
-1,000
-2% -$57.4K 1.84% 19
2021
Q2 		$3.22M Sell
56,275
-3,426
-6% -$196K 1.7% 21
2021
Q1 		$3.37M Buy
59,701
+1,584
+3% +$89.8K 1.8% 22
2020
Q4 		$3.3M Buy
58,117
+3,588
+7% +$201K 1.88% 19
2020
Q3 		$3.03M Buy
54,529
+807
+2% +$45K 1.89% 15
2020
Q2 		$2.96M Buy
53,722
+25,394
+90% +$1.37M 1.74% 16
2020
Q1 		$1.53M Buy
28,328
+4,530
+19% +$252K 1.06% 14
2019
Q4 		$1.32M Buy
23,798
+9,255
+64% +$513K 0.69% 23
2019
Q3 		$808K Buy
14,543
+8,812
+154% +$489K 0.46% 29
2019
Q2 		$314K Buy
5,731
+1,854
+48% +$101K 0.19% 42
2019
Q1 		$209K Hold
3,877
– – 0.13% 50
2018
Q4 		$204K Buy
+3,877
New +$202K 0.18% 42

Other funds holding FMB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Milestone Advisory Partners's FMB Position: Q3 2023 in Review

Milestone Advisory Partners held its First Trust Managed Municipal ETF (FMB) position steady in Q3 2023 at 10,630 shares worth $520K. The position accounts for 0.43% of the portfolio, ranked #37.

Milestone Advisory Partners first reported a position in FMB in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.37M in Q1 2021. 273 funds tracked by Wall St. Rank hold FMB as of Q3 2023.

  • Milestone Advisory Partners held 10,630 shares of First Trust Managed Municipal ETF worth $520K as of Q3 2023.
  • Milestone Advisory Partners left its First Trust Managed Municipal ETF share count unchanged in Q3 2023.
  • First Trust Managed Municipal ETF made up 0.43% of Milestone Advisory Partners's portfolio in Q3 2023, its #37 holding.
  • Milestone Advisory Partners first reported a position in First Trust Managed Municipal ETF in Q4 2018 and has held it in 20 quarters since.
  • Milestone Advisory Partners's First Trust Managed Municipal ETF position peaked at $3.37M in Q1 2021.
  • 273 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.