Nations Financial Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Nations Financial 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
2023 Q4	–	Sell	-4,550	Closed	-$222K	–	630
2023 Q3	$222K	Buy	4,550 +200	+5%	+$10K	0.02%	560
2023 Q2	$220K	Buy	4,350 +400	+10%	+$20.3K	0.02%	570
2023 Q1	$201K	Buy	+3,950	New	+$201K	0.02%	584
2022 Q1	–	Sell	-10,515	Closed	-$599K	–	537
2021 Q4	$599K	Hold	10,515	–	–	0.08%	262
2021 Q3	$597K	Sell	10,515 -75	-0.7%	-$4.31K	0.09%	242
2021 Q2	$607K	Buy	10,590 +3,040	+40%	+$173K	0.1%	229
2021 Q1	$426K	Buy	7,550 +1,775	+31%	+$101K	0.1%	242
2020 Q4	$328K	Buy	5,775 +1,845	+47%	+$103K	0.09%	249
2020 Q3	$219K	Buy	+3,930	New	+$219K	0.07%	263

Other funds holding FMB

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

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

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

CWM

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

Nations Financial Group's FMB Position: Q4 2023 in Review

Nations Financial Group sold out of First Trust Managed Municipal ETF (FMB) in Q4 2023, closing a stake of 4,550 shares — an estimated $222K sold.

Nations Financial Group first reported a position in FMB in Q3 2020 and held it in 9 quarters. The position peaked at $607K in Q2 2021. 298 funds tracked by Wall St. Rank hold FMB as of Q4 2023.

Nations Financial Group reported no remaining First Trust Managed Municipal ETF position as of Q4 2023 after selling out during the quarter.
Nations Financial Group sold 4,550 First Trust Managed Municipal ETF shares in Q4 2023, an estimated $222K.
Nations Financial Group first reported a position in First Trust Managed Municipal ETF in Q3 2020 and held it in 9 quarters.
Nations Financial Group's First Trust Managed Municipal ETF position peaked at $607K in Q2 2021.
298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2023.

Based on Nations Financial Group's 13F filing for Q4 2023, filed 9 Feb 2024.