Professional Financial Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Professional Financial Advisors’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 Q4	–	Sell	-10,695	Closed	-$521K	–	212
2022 Q3	$521K	Sell	10,695 -2,008	-16%	-$102K	0.32%	52
2022 Q2	$643K	Sell	12,703 -4,667	-27%	-$239K	0.36%	55
2022 Q1	$922K	Buy	17,370 +6,485	+60%	+$357K	0.4%	48
2021 Q4	$620K	Buy	+10,885	New	+$618K	0.27%	61

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

CWM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SFA

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

RJFSA

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

Professional Financial Advisors's FMB Position: Q4 2022 in Review

Professional Financial Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q4 2022, closing a stake of 10,695 shares — an estimated $521K sold.

Professional Financial Advisors first reported a position in FMB in Q4 2021 and held it in 4 quarters. The position peaked at $922K in Q1 2022. 277 funds tracked by Wall St. Rank hold FMB as of Q4 2022.

Professional Financial Advisors reported no remaining First Trust Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 10,695 First Trust Managed Municipal ETF shares in Q4 2022, an estimated $521K.
Professional Financial Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 4 quarters.
Professional Financial Advisors's First Trust Managed Municipal ETF position peaked at $922K in Q1 2022.
277 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.