Spire Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Spire Wealth 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 Q1	–	Sell	-2,776	Closed	-$158K	–	2647
2021 Q4	$158K	Buy	+2,776	New	+$158K	﹤0.01%	1202
2021 Q3	–	Sell	-345	Closed	-$20K	–	2597
2021 Q2	$20K	Sell	345 -3,675	-91%	-$210K	﹤0.01%	1867
2021 Q1	$227K	Buy	+4,020	New	+$228K	0.01%	1011

Other funds holding FMB

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

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

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

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

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

CAMG

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

CWM

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

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

APP

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

Spire Wealth Management's FMB Position: Q1 2022 in Review

Spire Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q1 2022, closing a stake of 2,776 shares — an estimated $158K sold.

Spire Wealth Management first reported a position in FMB in Q1 2021 and held it in 3 quarters. The position peaked at $227K in Q1 2021. 294 funds tracked by Wall St. Rank hold FMB as of Q1 2022.

Spire Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 2,776 First Trust Managed Municipal ETF shares in Q1 2022, an estimated $158K.
Spire Wealth Management first reported a position in First Trust Managed Municipal ETF in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's First Trust Managed Municipal ETF position peaked at $227K in Q1 2021.
294 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.