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

Teamwork Financial Advisors’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	-14,644	Closed	-$834K	–	277
2021 Q4	$834K	Sell	14,644 -81	-0.6%	-$4.6K	0.15%	134
2021 Q3	$836K	Buy	14,725 +767	+5%	+$44K	0.17%	109
2021 Q2	$800K	Sell	13,958 -267	-2%	-$15.2K	0.16%	109
2021 Q1	$803K	Sell	14,225 -3,399	-19%	-$193K	0.19%	109
2020 Q4	$1M	Sell	17,624 -6,483	-27%	-$363K	0.24%	84
2020 Q3	$1.34M	Sell	24,107 -121	-0.5%	-$6.75K	0.42%	47
2020 Q2	$1.33M	Buy	+24,228	New	+$1.3M	0.48%	49

Other funds holding FMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 Scottsdale, Arizona $68.3B AUM 20.5% 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 $3.64B AUM 14.73% 1-Year Est. Return

Teamwork Financial Advisors's FMB Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q1 2022, closing a stake of 14,644 shares — an estimated $834K sold.

Teamwork Financial Advisors first reported a position in FMB in Q2 2020 and held it in 7 quarters. The position peaked at $1.34M in Q3 2020. 294 funds tracked by Wall St. Rank hold FMB as of Q1 2022.

Teamwork Financial Advisors reported no remaining First Trust Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 14,644 First Trust Managed Municipal ETF shares in Q1 2022, an estimated $834K.
Teamwork Financial Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2020 and held it in 7 quarters.
Teamwork Financial Advisors's First Trust Managed Municipal ETF position peaked at $1.34M in Q3 2020.
294 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.