RDIA
FMB icon

RE Dickinson Investment Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

RE Dickinson Investment 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
Q2 		– Sell
-334
Closed -$18K – 301
2022
Q1 		$18K Buy
334
+268
+406% +$14.8K 0.01% 156
2021
Q4 		$4K Buy
+66
New +$3.75K ﹤0.01% 221

Other funds holding FMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RE Dickinson Investment Advisors's FMB Position: Q2 2022 in Review

RE Dickinson Investment Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q2 2022, closing a stake of 334 shares — an estimated $18K sold.

RE Dickinson Investment Advisors first reported a position in FMB in Q4 2021 and held it in 2 quarters. The position peaked at $18K in Q1 2022. 288 funds tracked by Wall St. Rank hold FMB as of Q2 2022.

  • RE Dickinson Investment Advisors reported no remaining First Trust Managed Municipal ETF position as of Q2 2022 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 334 First Trust Managed Municipal ETF shares in Q2 2022, an estimated $18K.
  • RE Dickinson Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 2 quarters.
  • RE Dickinson Investment Advisors's First Trust Managed Municipal ETF position peaked at $18K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.