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

Realta 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
2020 Q1	–	Sell	-275	Closed	-$15K	–	682
2019 Q4	$15K	Hold	275	–	–	﹤0.01%	1014
2019 Q3	$15K	Hold	275	–	–	﹤0.01%	996
2019 Q2	$15K	Hold	275	–	–	﹤0.01%	1031
2019 Q1	$15K	Buy	+275	New	+$14.6K	0.01%	823

Other funds holding FMB

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Realta Investment Advisors's FMB Position: Q1 2020 in Review

Realta Investment Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q1 2020, closing a stake of 275 shares — an estimated $15K sold.

Realta Investment Advisors first reported a position in FMB in Q1 2019 and held it in 4 quarters. The position peaked at $15K in Q4 2019. 192 funds tracked by Wall St. Rank hold FMB as of Q1 2020.

Realta Investment Advisors reported no remaining First Trust Managed Municipal ETF position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 275 First Trust Managed Municipal ETF shares in Q1 2020, an estimated $15K.
Realta Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's First Trust Managed Municipal ETF position peaked at $15K in Q4 2019.
192 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.