Raleigh Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Raleigh Capital 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
2022 Q4	–	Sell	-636	Closed	-$31K	–	804
2022 Q3	$31K	Buy	636 +217	+52%	+$11K	0.02%	258
2022 Q2	$21K	Sell	419 -948	-69%	-$48.6K	0.01%	294
2022 Q1	$73K	Buy	1,367 +20	+1%	+$1.1K	0.04%	237
2021 Q4	$77K	Buy	+1,347	New	+$76.5K	0.08%	121

Other funds holding FMB

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

APP

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

CWM

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

Jane Street New York $777B AUM 61.18% 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

Raleigh Capital Management's FMB Position: Q4 2022 in Review

Raleigh Capital Management sold out of First Trust Managed Municipal ETF (FMB) in Q4 2022, closing a stake of 636 shares — an estimated $31K sold.

Raleigh Capital Management first reported a position in FMB in Q4 2021 and held it in 4 quarters. The position peaked at $77K in Q4 2021. 277 funds tracked by Wall St. Rank hold FMB as of Q4 2022.

Raleigh Capital Management reported no remaining First Trust Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
Raleigh Capital Management sold 636 First Trust Managed Municipal ETF shares in Q4 2022, an estimated $31K.
Raleigh Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 4 quarters.
Raleigh Capital Management's First Trust Managed Municipal ETF position peaked at $77K in Q4 2021.
277 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.