Schaper Benz & Wise Investment Counsel’s First Trust Managed Municipal ETF FMB Stock Holding History

Schaper Benz & Wise Investment Counsel’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
2023 Q1	–	Sell	-5,601	Closed	-$281K	–	138
2022 Q4	$281K	Hold	5,601	–	–	0.03%	121
2022 Q3	$273K	Hold	5,601	–	–	0.03%	117
2022 Q2	$283K	Hold	5,601	–	–	0.03%	127
2022 Q1	$297K	Hold	5,601	–	–	0.03%	131
2021 Q4	$319K	Buy	+5,601	New	+$318K	0.03%	129

Other funds holding FMB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

SFA

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

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's FMB Position: Q1 2023 in Review

Schaper Benz & Wise Investment Counsel sold out of First Trust Managed Municipal ETF (FMB) in Q1 2023, closing a stake of 5,601 shares — an estimated $281K sold.

Schaper Benz & Wise Investment Counsel first reported a position in FMB in Q4 2021 and held it in 5 quarters. The position peaked at $319K in Q4 2021. 274 funds tracked by Wall St. Rank hold FMB as of Q1 2023.

Schaper Benz & Wise Investment Counsel reported no remaining First Trust Managed Municipal ETF position as of Q1 2023 after selling out during the quarter.
Schaper Benz & Wise Investment Counsel sold 5,601 First Trust Managed Municipal ETF shares in Q1 2023, an estimated $281K.
Schaper Benz & Wise Investment Counsel first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 5 quarters.
Schaper Benz & Wise Investment Counsel's First Trust Managed Municipal ETF position peaked at $319K in Q4 2021.
274 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2023.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q1 2023, filed 1 May 2023.