Steele Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Steele Capital 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
2024 Q3	–	Sell	-8,713	Closed	-$445K	–	97
2024 Q2	$445K	Buy	8,713 +1,017	+13%	+$51.9K	0.02%	112
2024 Q1	$395K	Hold	7,696	–	–	0.02%	117
2023 Q4	$398K	Buy	+7,696	New	+$383K	0.03%	114

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 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

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

RJFSA

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Steele Capital Management's FMB Position: Q3 2024 in Review

Steele Capital Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2024, closing a stake of 8,713 shares — an estimated $445K sold.

Steele Capital Management first reported a position in FMB in Q4 2023 and held it in 3 quarters. The position peaked at $445K in Q2 2024. 303 funds tracked by Wall St. Rank hold FMB as of Q3 2024.

Steele Capital Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2024 after selling out during the quarter.
Steele Capital Management sold 8,713 First Trust Managed Municipal ETF shares in Q3 2024, an estimated $445K.
Steele Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2023 and held it in 3 quarters.
Steele Capital Management's First Trust Managed Municipal ETF position peaked at $445K in Q2 2024.
303 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.