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

Norris 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
2020
Q1 		– Sell
-12,458
Closed -$692K – 64
2019
Q4 		$692K Buy
+12,458
New +$691K 0.64% 39

Other funds holding FMB

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Norris Financial Group's FMB Position: Q1 2020 in Review

Norris Financial Group sold out of First Trust Managed Municipal ETF (FMB) in Q1 2020, closing a stake of 12,458 shares — an estimated $692K sold.

Norris Financial Group first reported a position in FMB in Q4 2019 and held it in 1 quarter. The position peaked at $692K in Q4 2019. 192 funds tracked by Wall St. Rank hold FMB as of Q1 2020.

  • Norris Financial Group reported no remaining First Trust Managed Municipal ETF position as of Q1 2020 after selling out during the quarter.
  • Norris Financial Group sold 12,458 First Trust Managed Municipal ETF shares in Q1 2020, an estimated $692K.
  • Norris Financial Group first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 1 quarter.
  • Norris Financial Group's First Trust Managed Municipal ETF position peaked at $692K in Q4 2019.
  • 192 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2020.

Based on Norris Financial Group's 13F filing for Q1 2020, filed 2 Jun 2026.