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

Newbridge Financial Services 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
2022 Q2	–	Sell	-100	Closed	-$5K	–	1410
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	1097
2021 Q4	$6K	Sell	100 -125	-56%	-$7.1K	﹤0.01%	1029
2021 Q3	$13K	Hold	225	–	–	0.01%	797
2021 Q2	$13K	Hold	225	–	–	0.01%	903
2021 Q1	$13K	Hold	225	–	–	0.01%	813
2020 Q4	$13K	Hold	225	–	–	0.01%	648
2020 Q3	$13K	Buy	+225	New	+$12.5K	0.01%	607

Other funds holding FMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Newbridge Financial Services Group's FMB Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of First Trust Managed Municipal ETF (FMB) in Q2 2022, closing a stake of 100 shares — an estimated $5K sold.

Newbridge Financial Services Group first reported a position in FMB in Q3 2020 and held it in 7 quarters. The position peaked at $13K in Q3 2021. 288 funds tracked by Wall St. Rank hold FMB as of Q2 2022.

Newbridge Financial Services Group reported no remaining First Trust Managed Municipal ETF position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 100 First Trust Managed Municipal ETF shares in Q2 2022, an estimated $5K.
Newbridge Financial Services Group first reported a position in First Trust Managed Municipal ETF in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's First Trust Managed Municipal ETF position peaked at $13K in Q3 2021.
288 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.