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Redwood Wealth Management Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-2,175
Closed -$111K – 483
2024
Q2 		$111K Buy
+2,175
New +$111K 0.08% 180

Other funds holding FMB

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Redwood Wealth Management Group's FMB Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of First Trust Managed Municipal ETF (FMB) in Q3 2024, closing a stake of 2,175 shares — an estimated $111K sold.

Redwood Wealth Management Group first reported a position in FMB in Q2 2024 and held it in 1 quarter. The position peaked at $111K in Q2 2024. 301 funds tracked by Wall St. Rank hold FMB as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining First Trust Managed Municipal ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,175 First Trust Managed Municipal ETF shares in Q3 2024, an estimated $111K.
  • Redwood Wealth Management Group first reported a position in First Trust Managed Municipal ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's First Trust Managed Municipal ETF position peaked at $111K in Q2 2024.
  • 301 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.