Sargent Bickham Lagudis’s First Trust Managed Municipal ETF FMB Stock Holding History

Sargent Bickham Lagudis’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
2018 Q1	–	Sell	-429	Closed	-$23K	–	772
2017 Q4	$23K	Hold	429	–	–	﹤0.01%	468
2017 Q3	$23K	Hold	429	–	–	﹤0.01%	476
2017 Q2	$23K	Buy	+429	New	+$22.5K	﹤0.01%	461

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

Sargent Bickham Lagudis's FMB Position: Q1 2018 in Review

Sargent Bickham Lagudis sold out of First Trust Managed Municipal ETF (FMB) in Q1 2018, closing a stake of 429 shares — an estimated $23K sold.

Sargent Bickham Lagudis first reported a position in FMB in Q2 2017 and held it in 3 quarters. The position peaked at $23K in Q4 2017. 72 funds tracked by Wall St. Rank hold FMB as of Q1 2018.

Sargent Bickham Lagudis reported no remaining First Trust Managed Municipal ETF position as of Q1 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 429 First Trust Managed Municipal ETF shares in Q1 2018, an estimated $23K.
Sargent Bickham Lagudis first reported a position in First Trust Managed Municipal ETF in Q2 2017 and held it in 3 quarters.
Sargent Bickham Lagudis's First Trust Managed Municipal ETF position peaked at $23K in Q4 2017.
72 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2018, filed 13 Sep 2021.