Pinnacle Advisory Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Pinnacle Advisory 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
2021 Q1	$36.3M	Buy	643,975 +174,333	+37%	+$9.89M	1.67%	24
2020 Q4	$26.6M	Buy	469,642 +13,528	+3%	+$758K	1.61%	24
2020 Q3	$25.4M	Buy	456,114 +20,072	+5%	+$1.12M	1.69%	22
2020 Q2	$24M	Buy	436,042 +17,085	+4%	+$920K	1.67%	23
2020 Q1	$22.7M	Buy	+418,957	New	+$23.3M	2.18%	17

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Advisory Group's FMB Position: Q1 2021 in Review

Pinnacle Advisory Group increased its First Trust Managed Municipal ETF (FMB) stake by 37% in Q1 2021, buying an estimated $9.89M and bringing the position to 643,975 shares worth $36.3M. The position accounts for 1.67% of the portfolio, ranked #24.

Pinnacle Advisory Group first reported a position in FMB in Q1 2020 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold FMB as of Q1 2021.

Pinnacle Advisory Group held 643,975 shares of First Trust Managed Municipal ETF worth $36.3M as of Q1 2021.
Pinnacle Advisory Group bought 174,333 First Trust Managed Municipal ETF shares in Q1 2021, an estimated $9.89M.
First Trust Managed Municipal ETF made up 1.67% of Pinnacle Advisory Group's portfolio in Q1 2021, its #24 holding.
Pinnacle Advisory Group first reported a position in First Trust Managed Municipal ETF in Q1 2020 and has held it in 5 quarters since.
233 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.