Simplicity Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-194,901	Closed	-$11.1M	–	653
2020 Q4	$11.1M	Buy	194,901 +15,507	+9%	+$868K	0.16%	133
2020 Q3	$10M	Buy	179,394 +24,517	+16%	+$1.37M	0.18%	112
2020 Q2	$8.52M	Buy	154,877 +31,230	+25%	+$1.68M	0.17%	121
2020 Q1	$6.69M	Buy	+123,647	New	+$6.87M	0.21%	79

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Simplicity Solutions's FMB Position: Q1 2021 in Review

Simplicity Solutions sold out of First Trust Managed Municipal ETF (FMB) in Q1 2021, closing a stake of 194,901 shares — an estimated $11.1M sold.

Simplicity Solutions first reported a position in FMB in Q1 2020 and held it in 4 quarters. The position peaked at $11.1M in Q4 2020. 233 funds tracked by Wall St. Rank hold FMB as of Q1 2021.

Simplicity Solutions reported no remaining First Trust Managed Municipal ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 194,901 First Trust Managed Municipal ETF shares in Q1 2021, an estimated $11.1M.
Simplicity Solutions first reported a position in First Trust Managed Municipal ETF in Q1 2020 and held it in 4 quarters.
Simplicity Solutions's First Trust Managed Municipal ETF position peaked at $11.1M in Q4 2020.
233 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.