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Stonebridge Financial Planning Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-4,100
Closed -$205K – 124
2022
Q4 		$205K Sell
4,100
-150
-4% -$7.44K 0.14% 120
2022
Q3 		$207K Sell
4,250
-200
-4% -$10.2K 0.14% 114
2022
Q2 		$225K Sell
4,450
-960
-18% -$49.2K 0.15% 105
2022
Q1 		$287K Hold
5,410
– – 0.16% 94
2021
Q4 		$300K Sell
5,410
-1,549
-22% -$88K 0.16% 94
2021
Q3 		$394K Sell
6,959
-699
-9% -$40.1K 0.19% 89
2021
Q2 		$441K Sell
7,658
-2,424
-24% -$138K 0.23% 79
2021
Q1 		$573K Sell
10,082
-1,574
-14% -$89.3K 0.33% 61
2020
Q4 		$661K Sell
11,656
-4,954
-30% -$277K 0.42% 50
2020
Q3 		$922K Sell
16,610
-6,252
-27% -$349K 0.66% 39
2020
Q2 		$1.26M Buy
22,862
+478
+2% +$25.7K 1.07% 26
2020
Q1 		$1.19M Buy
22,384
+12,459
+126% +$692K 1.19% 24
2019
Q4 		$551K Buy
+9,925
New +$551K 0.5% 48

Other funds holding FMB

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stonebridge Financial Planning Group's FMB Position: Q1 2023 in Review

Stonebridge Financial Planning Group sold out of First Trust Managed Municipal ETF (FMB) in Q1 2023, closing a stake of 4,100 shares — an estimated $205K sold.

Stonebridge Financial Planning Group first reported a position in FMB in Q4 2019 and held it in 13 quarters. The position peaked at $1.26M in Q2 2020. 274 funds tracked by Wall St. Rank hold FMB as of Q1 2023.

  • Stonebridge Financial Planning Group reported no remaining First Trust Managed Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 4,100 First Trust Managed Municipal ETF shares in Q1 2023, an estimated $205K.
  • Stonebridge Financial Planning Group first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 13 quarters.
  • Stonebridge Financial Planning Group's First Trust Managed Municipal ETF position peaked at $1.26M in Q2 2020.
  • 274 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2023.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2023, filed 4 May 2023.