SB
FMB icon

Strategic Blueprint’s First Trust Managed Municipal ETF FMB Stock Holding History

Strategic Blueprint’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
Q4 		– Sell
-4,178
Closed -$204K – 572
2023
Q3 		$204K Sell
4,178
-2,324
-36% -$117K 0.02% 509
2023
Q2 		$330K Sell
6,502
-931
-13% -$47.2K 0.03% 399
2023
Q1 		$379K Sell
7,433
-303
-4% -$15.4K 0.04% 355
2022
Q4 		$388K Buy
7,736
+18
+0.2% +$892 0.04% 342
2022
Q3 		$376K Sell
7,718
-2,597
-25% -$132K 0.05% 328
2022
Q2 		$522K Sell
10,315
-232
-2% -$11.9K 0.06% 265
2022
Q1 		$560K Sell
10,547
-491
-4% -$27K 0.07% 264
2021
Q4 		$629K Buy
11,038
+735
+7% +$41.8K 0.08% 236
2021
Q3 		$585K Buy
10,303
+297
+3% +$17.1K 0.09% 209
2021
Q2 		$573K Buy
10,006
+2,547
+34% +$145K 0.09% 212
2021
Q1 		$421K Buy
7,459
+2,676
+56% +$152K 0.09% 196
2020
Q4 		$271K Buy
+4,783
New +$268K 0.07% 206

Other funds holding FMB

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Blueprint's FMB Position: Q4 2023 in Review

Strategic Blueprint sold out of First Trust Managed Municipal ETF (FMB) in Q4 2023, closing a stake of 4,178 shares — an estimated $204K sold.

Strategic Blueprint first reported a position in FMB in Q4 2020 and held it in 12 quarters. The position peaked at $629K in Q4 2021. 298 funds tracked by Wall St. Rank hold FMB as of Q4 2023.

  • Strategic Blueprint reported no remaining First Trust Managed Municipal ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Blueprint sold 4,178 First Trust Managed Municipal ETF shares in Q4 2023, an estimated $204K.
  • Strategic Blueprint first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 12 quarters.
  • Strategic Blueprint's First Trust Managed Municipal ETF position peaked at $629K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2023.

Based on Strategic Blueprint's 13F filing for Q4 2023, filed 25 Jan 2024.