TIAA FSB’s First Trust Managed Municipal ETF FMB Stock Holding History

TIAA FSB’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	-10,593	Closed	-$604K	–	375
2021 Q4	$604K	Sell	10,593 -103	-1%	-$5.85K	﹤0.01%	333
2021 Q3	$607K	Buy	10,696 +103	+1%	+$5.92K	﹤0.01%	331
2021 Q2	$607K	Hold	10,593	–	–	﹤0.01%	340
2021 Q1	$598K	Buy	+10,593	New	+$601K	﹤0.01%	330

Other funds holding FMB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

TIAA FSB's FMB Position: Q1 2022 in Review

TIAA FSB sold out of First Trust Managed Municipal ETF (FMB) in Q1 2022, closing a stake of 10,593 shares — an estimated $604K sold.

TIAA FSB first reported a position in FMB in Q1 2021 and held it in 4 quarters. The position peaked at $607K in Q3 2021. 295 funds tracked by Wall St. Rank hold FMB as of Q1 2022.

TIAA FSB reported no remaining First Trust Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
TIAA FSB sold 10,593 First Trust Managed Municipal ETF shares in Q1 2022, an estimated $604K.
TIAA FSB first reported a position in First Trust Managed Municipal ETF in Q1 2021 and held it in 4 quarters.
TIAA FSB's First Trust Managed Municipal ETF position peaked at $607K in Q3 2021.
295 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2022.

Based on TIAA FSB's 13F filing for Q1 2022, filed 13 Apr 2022.