Sterling Manor Financial’s First Trust Managed Municipal ETF FMB Stock Holding History

Sterling Manor Financial’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 Q4	–	Sell	-4,334	Closed	-$211K	–	56
2022 Q3	$211K	Hold	4,334	–	–	0.26%	45
2022 Q2	$219K	Sell	4,334 -1,295	-23%	-$66.4K	0.27%	50
2022 Q1	$299K	Hold	5,629	–	–	0.24%	54
2021 Q4	$321K	Sell	5,629 -173	-3%	-$9.83K	0.25%	56
2021 Q3	$329K	Sell	5,802 -110	-2%	-$6.32K	0.27%	55
2021 Q2	$339K	Sell	5,912 -900	-13%	-$51.4K	0.27%	56
2021 Q1	$384K	Hold	6,812	–	–	0.34%	50
2020 Q4	$386K	Buy	+6,812	New	+$381K	0.36%	45

Other funds holding FMB

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

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

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

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

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

CWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RJFSA

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

Sterling Manor Financial's FMB Position: Q4 2022 in Review

Sterling Manor Financial sold out of First Trust Managed Municipal ETF (FMB) in Q4 2022, closing a stake of 4,334 shares — an estimated $211K sold.

Sterling Manor Financial first reported a position in FMB in Q4 2020 and held it in 8 quarters. The position peaked at $386K in Q4 2020. 277 funds tracked by Wall St. Rank hold FMB as of Q4 2022.

Sterling Manor Financial reported no remaining First Trust Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
Sterling Manor Financial sold 4,334 First Trust Managed Municipal ETF shares in Q4 2022, an estimated $211K.
Sterling Manor Financial first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 8 quarters.
Sterling Manor Financial's First Trust Managed Municipal ETF position peaked at $386K in Q4 2020.
277 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2022.

Based on Sterling Manor Financial's 13F filing for Q4 2022, filed 17 Jan 2023.