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Sound Income Strategies’s First Trust Managed Municipal ETF FMB Stock Holding History

Sound Income Strategies’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
Q3 		– Sell
-795
Closed -$40.3K – 1182
2023
Q2 		$40.3K Buy
+795
New +$40.3K ﹤0.01% 323

Other funds holding FMB

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Sound Income Strategies's FMB Position: Q3 2023 in Review

Sound Income Strategies sold out of First Trust Managed Municipal ETF (FMB) in Q3 2023, closing a stake of 795 shares — an estimated $40.3K sold.

Sound Income Strategies first reported a position in FMB in Q2 2023 and held it in 1 quarter. The position peaked at $40.3K in Q2 2023. 273 funds tracked by Wall St. Rank hold FMB as of Q3 2023.

  • Sound Income Strategies reported no remaining First Trust Managed Municipal ETF position as of Q3 2023 after selling out during the quarter.
  • Sound Income Strategies sold 795 First Trust Managed Municipal ETF shares in Q3 2023, an estimated $40.3K.
  • Sound Income Strategies first reported a position in First Trust Managed Municipal ETF in Q2 2023 and held it in 1 quarter.
  • Sound Income Strategies's First Trust Managed Municipal ETF position peaked at $40.3K in Q2 2023.
  • 273 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2023.

Based on Sound Income Strategies's 13F filing for Q3 2023, filed 12 Oct 2023.