Ten Capital Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Ten Capital Wealth 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
2023 Q2	–	Sell	-1,709	Closed	-$87K	–	299
2023 Q1	$87K	Hold	1,709	–	–	0.03%	175
2022 Q4	$85.6K	Hold	1,709	–	–	0.03%	141
2022 Q3	$83K	Buy	+1,709	New	+$86.8K	0.04%	129

Other funds holding FMB

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ten Capital Wealth Advisors's FMB Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q2 2023, closing a stake of 1,709 shares — an estimated $87K sold.

Ten Capital Wealth Advisors first reported a position in FMB in Q3 2022 and held it in 3 quarters. The position peaked at $87K in Q1 2023. 276 funds tracked by Wall St. Rank hold FMB as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining First Trust Managed Municipal ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,709 First Trust Managed Municipal ETF shares in Q2 2023, an estimated $87K.
Ten Capital Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2022 and held it in 3 quarters.
Ten Capital Wealth Advisors's First Trust Managed Municipal ETF position peaked at $87K in Q1 2023.
276 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.