Principle Wealth Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Principle Wealth Partners’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 Q1	–	Sell	-5,181	Closed	-$295K	–	322
2021 Q4	$295K	Hold	5,181	–	–	0.03%	262
2021 Q3	$294K	Hold	5,181	–	–	0.03%	251
2021 Q2	$297K	Hold	5,181	–	–	0.03%	257
2021 Q1	$292K	Buy	5,181 +881	+20%	+$50K	0.03%	239
2020 Q4	$244K	Hold	4,300	–	–	0.03%	248
2020 Q3	$239K	Hold	4,300	–	–	0.07%	134
2020 Q2	$237K	Hold	4,300	–	–	0.07%	132
2020 Q1	$233K	Sell	4,300 -400	-9%	-$22.2K	0.09%	122
2019 Q4	$261K	Buy	+4,700	New	+$261K	0.08%	141

Other funds holding FMB

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAMG

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Principle Wealth Partners's FMB Position: Q1 2022 in Review

Principle Wealth Partners sold out of First Trust Managed Municipal ETF (FMB) in Q1 2022, closing a stake of 5,181 shares — an estimated $295K sold.

Principle Wealth Partners first reported a position in FMB in Q4 2019 and held it in 9 quarters. The position peaked at $297K in Q2 2021. 294 funds tracked by Wall St. Rank hold FMB as of Q1 2022.

Principle Wealth Partners reported no remaining First Trust Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
Principle Wealth Partners sold 5,181 First Trust Managed Municipal ETF shares in Q1 2022, an estimated $295K.
Principle Wealth Partners first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 9 quarters.
Principle Wealth Partners's First Trust Managed Municipal ETF position peaked at $297K in Q2 2021.
294 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2022.

Based on Principle Wealth Partners's 13F filing for Q1 2022, filed 12 May 2022.