SignalPoint Asset Management’s First Trust Managed Municipal ETF FMB Stock Holding History

SignalPoint Asset Management’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
2022 Q3	–	Sell	-4,210	Closed	-$213K	–	210
2022 Q2	$213K	Hold	4,210	–	–	0.08%	196
2022 Q1	$223K	Hold	4,210	–	–	0.07%	207
2021 Q4	$239K	Hold	4,210	–	–	0.07%	209
2021 Q3	$239K	Hold	4,210	–	–	0.08%	198
2021 Q2	$241K	Hold	4,210	–	–	0.08%	197
2021 Q1	$238K	Hold	4,210	–	–	0.08%	192
2020 Q4	$239K	Hold	4,210	–	–	0.09%	176
2020 Q3	$234K	Hold	4,210	–	–	0.1%	168
2020 Q2	$232K	Hold	4,210	–	–	0.1%	161
2020 Q1	$228K	Hold	4,210	–	–	0.12%	154
2019 Q4	$234K	Buy	+4,210	New	+$234K	0.1%	178

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

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

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

RJFSA

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

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

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

SFA

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

SignalPoint Asset Management's FMB Position: Q3 2022 in Review

SignalPoint Asset Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2022, closing a stake of 4,210 shares — an estimated $213K sold.

SignalPoint Asset Management first reported a position in FMB in Q4 2019 and held it in 11 quarters. The position peaked at $241K in Q2 2021. 285 funds tracked by Wall St. Rank hold FMB as of Q3 2022.

SignalPoint Asset Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2022 after selling out during the quarter.
SignalPoint Asset Management sold 4,210 First Trust Managed Municipal ETF shares in Q3 2022, an estimated $213K.
SignalPoint Asset Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 11 quarters.
SignalPoint Asset Management's First Trust Managed Municipal ETF position peaked at $241K in Q2 2021.
285 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2022.

Based on SignalPoint Asset Management's 13F filing for Q3 2022, filed 27 Oct 2022.