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Salomon & Ludwin’s First Trust Managed Municipal ETF FMB Stock Holding History

Salomon & Ludwin’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
Q1 		– Sell
-6,000
Closed -$293K – 861
2023
Q4 		$293K Hold
6,000
– – 0.03% 148
2023
Q3 		$293K Buy
+6,000
New +$301K 0.03% 148

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Salomon & Ludwin's FMB Position: Q1 2024 in Review

Salomon & Ludwin sold out of First Trust Managed Municipal ETF (FMB) in Q1 2024, closing a stake of 6,000 shares — an estimated $293K sold.

Salomon & Ludwin first reported a position in FMB in Q3 2023 and held it in 2 quarters. The position peaked at $293K in Q4 2023. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2024.

  • Salomon & Ludwin reported no remaining First Trust Managed Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 6,000 First Trust Managed Municipal ETF shares in Q1 2024, an estimated $293K.
  • Salomon & Ludwin first reported a position in First Trust Managed Municipal ETF in Q3 2023 and held it in 2 quarters.
  • Salomon & Ludwin's First Trust Managed Municipal ETF position peaked at $293K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2024.

Based on Salomon & Ludwin's 13F filing for Q1 2024, filed 2 May 2024.