Relative Value Partners Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Relative Value Partners 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 Q2	$4.68M	Buy	+91,700	New	+$4.68M	0.61%	42

Other funds holding FMB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFA

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

RJFSA

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

CWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Relative Value Partners Group's FMB Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2024: 91,700 shares worth $4.68M. The stake represents 0.61% of the portfolio and ranks #42 among its holdings.

298 funds tracked by Wall St. Rank hold FMB as of Q2 2024.

Relative Value Partners Group held 91,700 shares of First Trust Managed Municipal ETF worth $4.68M as of Q2 2024.
First Trust Managed Municipal ETF was a new Relative Value Partners Group position in Q2 2024.
First Trust Managed Municipal ETF made up 0.61% of Relative Value Partners Group's portfolio in Q2 2024, its #42 holding.
298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.