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Signature Estate & Investment Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Signature Estate & Investment 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
Q4 		– Sell
-5,160
Closed -$268K – 548
2024
Q3 		$268K Hold
5,160
– – 0.01% 426
2024
Q2 		$263K Buy
+5,160
New +$263K 0.01% 419
2024
Q1 		– Sell
-140,096
Closed -$7.24M – 185
2023
Q4 		$7.24M Sell
140,096
-3,293
-2% -$164K 0.21% 47
2023
Q3 		$7.01M Sell
143,389
-3,761
-3% -$189K 0.24% 44
2023
Q2 		$7.46M Buy
147,150
+6,741
+5% +$342K 0.25% 43
2023
Q1 		$7.15M Sell
140,409
-68,452
-33% -$3.48M 0.25% 44
2022
Q4 		$10.5M Buy
208,861
+107,223
+105% +$5.32M 0.38% 43
2022
Q3 		$4.95M Buy
101,638
+8,105
+9% +$412K 0.23% 45
2022
Q2 		$4.73M Sell
93,533
-2,639
-3% -$135K 0.24% 44
2022
Q1 		$5.1M Buy
96,172
+457
+0.5% +$25.2K 0.23% 45
2021
Q4 		$5.45M Buy
95,715
+180
+0.2% +$10.2K 0.24% 44
2021
Q3 		$5.42M Sell
95,535
-5,346
-5% -$307K 0.27% 43
2021
Q2 		$5.78M Buy
100,881
+4,357
+5% +$249K 0.26% 45
2021
Q1 		$5.45M Buy
96,524
+3,171
+3% +$180K 0.27% 46
2020
Q4 		$5.3M Buy
93,353
+21,009
+29% +$1.18M 0.29% 45
2020
Q3 		$4.02M Buy
72,344
+4,288
+6% +$239K 0.25% 49
2020
Q2 		$3.74M Sell
68,056
-15,701
-19% -$845K 0.27% 46
2020
Q1 		$4.53M Sell
83,757
-10,489
-11% -$583K 0.36% 42
2019
Q4 		$5.24M Buy
94,246
+11,506
+14% +$638K 0.32% 49
2019
Q3 		$4.6M Buy
82,740
+7,553
+10% +$419K 0.31% 54
2019
Q2 		$4.12M Buy
+75,187
New +$4.08M 0.27% 55

Other funds holding FMB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Signature Estate & Investment Advisors's FMB Position: Q4 2024 in Review

Signature Estate & Investment Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q4 2024, closing a stake of 5,160 shares — an estimated $268K sold.

Signature Estate & Investment Advisors first reported a position in FMB in Q2 2019 and held it in 21 quarters. The position peaked at $10.5M in Q4 2022. 309 funds tracked by Wall St. Rank hold FMB as of Q4 2024.

  • Signature Estate & Investment Advisors reported no remaining First Trust Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 5,160 First Trust Managed Municipal ETF shares in Q4 2024, an estimated $268K.
  • Signature Estate & Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2019 and held it in 21 quarters.
  • Signature Estate & Investment Advisors's First Trust Managed Municipal ETF position peaked at $10.5M in Q4 2022.
  • 309 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.