Pinnacle Private Wealth’s First Trust Managed Municipal ETF FMB Stock Holding History

Pinnacle Private Wealth’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	$967K	Sell	19,104 -18	-0.1%	-$922	0.38%	72
2022 Q1	$1.01M	Buy	19,122 +7,000	+58%	+$385K	0.32%	77
2021 Q4	$691K	Buy	+12,122	New	+$689K	0.22%	113

Other funds holding FMB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFA

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

Pinnacle Private Wealth's FMB Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its First Trust Managed Municipal ETF (FMB) stake by 0.09% in Q2 2022, selling an estimated $922 and leaving 19,104 shares worth $967K. The position accounts for 0.38% of the portfolio, ranked #72.

Pinnacle Private Wealth first reported a position in FMB in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2022. 288 funds tracked by Wall St. Rank hold FMB as of Q2 2022.

Pinnacle Private Wealth held 19,104 shares of First Trust Managed Municipal ETF worth $967K as of Q2 2022.
Pinnacle Private Wealth sold 18 First Trust Managed Municipal ETF shares in Q2 2022, an estimated $922.
First Trust Managed Municipal ETF made up 0.38% of Pinnacle Private Wealth's portfolio in Q2 2022, its #72 holding.
Pinnacle Private Wealth first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's First Trust Managed Municipal ETF position peaked at $1.01M in Q1 2022.
288 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.