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San Luis Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

San Luis Wealth 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
2024
Q1 		– Sell
-5,134
Closed -$265K – 58
2023
Q4 		$265K Buy
+5,134
New +$255K 0.11% 46

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UBS Group
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SFA
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APP
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
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Royal Bank of Canada
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San Luis Wealth Advisors's FMB Position: Q1 2024 in Review

San Luis Wealth Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q1 2024, closing a stake of 5,134 shares — an estimated $265K sold.

San Luis Wealth Advisors first reported a position in FMB in Q4 2023 and held it in 1 quarter. The position peaked at $265K in Q4 2023. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2024.

  • San Luis Wealth Advisors reported no remaining First Trust Managed Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • San Luis Wealth Advisors sold 5,134 First Trust Managed Municipal ETF shares in Q1 2024, an estimated $265K.
  • San Luis Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2023 and held it in 1 quarter.
  • San Luis Wealth Advisors's First Trust Managed Municipal ETF position peaked at $265K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2024.

Based on San Luis Wealth Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.