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

TimeScale 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
2023 Q2	$244K	Sell	4,810 -115	-2%	-$5.83K	0.05%	84
2023 Q1	$251K	Buy	+4,925	New	+$250K	0.06%	78

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 $3.64B AUM 14.73% 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

TimeScale Financial's FMB Position: Q2 2023 in Review

TimeScale Financial reduced its First Trust Managed Municipal ETF (FMB) stake by 2.3% in Q2 2023, selling an estimated $5.83K and leaving 4,810 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #84.

TimeScale Financial first reported a position in FMB in Q1 2023 and has held it in 2 quarters since. The position peaked at $251K in Q1 2023. 276 funds tracked by Wall St. Rank hold FMB as of Q2 2023.

TimeScale Financial held 4,810 shares of First Trust Managed Municipal ETF worth $244K as of Q2 2023.
TimeScale Financial sold 115 First Trust Managed Municipal ETF shares in Q2 2023, an estimated $5.83K.
First Trust Managed Municipal ETF made up 0.05% of TimeScale Financial's portfolio in Q2 2023, its #84 holding.
TimeScale Financial first reported a position in First Trust Managed Municipal ETF in Q1 2023 and has held it in 2 quarters since.
TimeScale Financial's First Trust Managed Municipal ETF position peaked at $251K in Q1 2023.
276 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.