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Peterson Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Peterson Wealth Management’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
2024
Q2 		– Sell
-8,355
Closed -$429K – 53
2024
Q1 		$429K Sell
8,355
-652
-7% -$33.6K 0.31% 48
2023
Q4 		$465K Sell
9,007
-12,793
-59% -$636K 0.42% 43
2023
Q3 		$1.07M Sell
21,800
-6,071
-22% -$305K 0.88% 30
2023
Q2 		$1.41M Buy
27,871
+5,192
+23% +$263K 1.12% 24
2023
Q1 		$1.16M Sell
22,679
-823
-4% -$41.8K 1.11% 28
2022
Q4 		$1.18M Sell
23,502
-1,387
-6% -$68.8K 1.2% 25
2022
Q3 		$1.21M Buy
24,889
+884
+4% +$44.9K 1.13% 26
2022
Q2 		$1.22M Sell
24,005
-10,048
-30% -$515K 1.57% 21
2022
Q1 		$1.81M Buy
34,053
+14,360
+73% +$790K 1.21% 25
2021
Q4 		$1.12M Buy
19,693
+2,161
+12% +$123K 0.75% 39
2021
Q3 		$995K Sell
17,532
-413
-2% -$23.7K 0.77% 39
2021
Q2 		$1.03M Buy
17,945
+7,259
+68% +$414K 0.8% 41
2021
Q1 		$603K Buy
10,686
+4,610
+76% +$261K 0.51% 37
2020
Q4 		$345K Buy
6,076
+882
+17% +$49.4K 0.28% 40
2020
Q3 		$289K Buy
5,194
+623
+14% +$34.7K 0.26% 39
2020
Q2 		$251K Buy
4,571
+460
+11% +$24.8K 0.25% 42
2020
Q1 		$222K Sell
4,111
-405
-9% -$22.5K 0.27% 41
2019
Q4 		$253K Buy
+4,516
New +$250K 0.23% 38

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peterson Wealth Management's FMB Position: Q2 2024 in Review

Peterson Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q2 2024, closing a stake of 8,355 shares — an estimated $429K sold.

Peterson Wealth Management first reported a position in FMB in Q4 2019 and held it in 18 quarters. The position peaked at $1.81M in Q1 2022. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2024.

  • Peterson Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q2 2024 after selling out during the quarter.
  • Peterson Wealth Management sold 8,355 First Trust Managed Municipal ETF shares in Q2 2024, an estimated $429K.
  • Peterson Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 18 quarters.
  • Peterson Wealth Management's First Trust Managed Municipal ETF position peaked at $1.81M in Q1 2022.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2024.

Based on Peterson Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.