Summit Wealth & Retirement Planning’s First Trust Managed Municipal ETF FMB Stock Holding History

Summit Wealth & Retirement Planning’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	-8,296	Closed	-$404K	–	112
2022 Q3	$404K	Sell	8,296 -1,110	-12%	-$56.4K	0.16%	73
2022 Q2	$476K	Buy	9,406 +270	+3%	+$13.8K	0.18%	70
2022 Q1	$485K	Buy	+9,136	New	+$503K	0.17%	68

Other funds holding FMB

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

APP

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

CWM

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

Jane Street New York $1.21T AUM 78.12% 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

Summit Wealth & Retirement Planning's FMB Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of First Trust Managed Municipal ETF (FMB) in Q4 2022, closing a stake of 8,296 shares — an estimated $404K sold.

Summit Wealth & Retirement Planning first reported a position in FMB in Q1 2022 and held it in 3 quarters. The position peaked at $485K in Q1 2022. 278 funds tracked by Wall St. Rank hold FMB as of Q4 2022.

Summit Wealth & Retirement Planning reported no remaining First Trust Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 8,296 First Trust Managed Municipal ETF shares in Q4 2022, an estimated $404K.
Summit Wealth & Retirement Planning first reported a position in First Trust Managed Municipal ETF in Q1 2022 and held it in 3 quarters.
Summit Wealth & Retirement Planning's First Trust Managed Municipal ETF position peaked at $485K in Q1 2022.
278 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.