Money Concepts Capital’s First Trust Managed Municipal ETF FMB Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-3,729	Closed	-$187K	–	1350
2022 Q4	$187K	Buy	3,729 +3,597	+2,725%	+$178K	0.01%	711
2022 Q3	$6K	Hold	132	–	–	﹤0.01%	1168
2022 Q2	$7K	Sell	132 -3,964	-97%	-$203K	﹤0.01%	1093
2022 Q1	$217K	Buy	+4,096	New	+$225K	0.01%	696

Other funds holding FMB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Money Concepts Capital's FMB Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Managed Municipal ETF (FMB) in Q1 2023, closing a stake of 3,729 shares — an estimated $187K sold.

Money Concepts Capital first reported a position in FMB in Q1 2022 and held it in 4 quarters. The position peaked at $217K in Q1 2022. 274 funds tracked by Wall St. Rank hold FMB as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Managed Municipal ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 3,729 First Trust Managed Municipal ETF shares in Q1 2023, an estimated $187K.
Money Concepts Capital first reported a position in First Trust Managed Municipal ETF in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's First Trust Managed Municipal ETF position peaked at $217K in Q1 2022.
274 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.