Northwest Bank & Trust’s First Trust Managed Municipal ETF FMB Stock Holding History

Northwest Bank & Trust’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 Q2	$58.4K	Buy	+1,152	New	+$58.4K	0.06%	112

Other funds holding FMB

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwest Bank & Trust's FMB Position: Q2 2023 in Review

Northwest Bank & Trust opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2023: 1,152 shares worth $58.4K. The stake represents 0.06% of the portfolio and ranks #112 among its holdings.

276 funds tracked by Wall St. Rank hold FMB as of Q2 2023.

Northwest Bank & Trust held 1,152 shares of First Trust Managed Municipal ETF worth $58.4K as of Q2 2023.
First Trust Managed Municipal ETF was a new Northwest Bank & Trust position in Q2 2023.
First Trust Managed Municipal ETF made up 0.06% of Northwest Bank & Trust's portfolio in Q2 2023, its #112 holding.
276 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2023.

Based on Northwest Bank & Trust's 13F filing for Q2 2023, filed 18 Jul 2023.