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

Symphony 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
Q1 		– Sell
-3,715
Closed -$211K – 202
2021
Q4 		$211K Buy
+3,715
New +$211K 0.06% 172

Other funds holding FMB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Symphony Financial's FMB Position: Q1 2022 in Review

Symphony Financial sold out of First Trust Managed Municipal ETF (FMB) in Q1 2022, closing a stake of 3,715 shares — an estimated $211K sold.

Symphony Financial first reported a position in FMB in Q4 2021 and held it in 1 quarter. The position peaked at $211K in Q4 2021. 295 funds tracked by Wall St. Rank hold FMB as of Q1 2022.

  • Symphony Financial reported no remaining First Trust Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
  • Symphony Financial sold 3,715 First Trust Managed Municipal ETF shares in Q1 2022, an estimated $211K.
  • Symphony Financial first reported a position in First Trust Managed Municipal ETF in Q4 2021 and held it in 1 quarter.
  • Symphony Financial's First Trust Managed Municipal ETF position peaked at $211K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2022.

Based on Symphony Financial's 13F filing for Q1 2022, filed 13 May 2022.