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Tower Wealth Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Tower Wealth Partners’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
2024
Q2 		– Sell
-40,124
Closed -$2.06M – 68
2024
Q1 		$2.06M Sell
40,124
-646
-2% -$33.2K 1.34% 13
2023
Q4 		$2.11M Sell
40,770
-3,765
-8% -$187K 1.49% 12
2023
Q3 		$2.18M Sell
44,535
-1,581
-3% -$79.4K 1.79% 11
2023
Q2 		$2.34M Buy
46,116
+389
+0.9% +$19.7K 1.87% 11
2023
Q1 		$2.33M Buy
45,727
+202
+0.4% +$10.3K 1.95% 10
2022
Q4 		$2.28M Buy
45,525
+412
+0.9% +$20.4K 1.99% 10
2022
Q3 		$2.18M Sell
45,113
-2,828
-6% -$144K 2.07% 9
2022
Q2 		$2.43M Sell
47,941
-9,201
-16% -$471K 3.22% 6
2022
Q1 		$3.03M Sell
57,142
-394
-0.7% -$21.7K 3.29% 7
2021
Q4 		$3.28M Sell
57,536
-12,710
-18% -$722K 3.32% 7
2021
Q3 		$3.99M Buy
70,246
+1,648
+2% +$94.6K 4.21% 7
2021
Q2 		$3.93M Buy
68,598
+4,561
+7% +$260K 4.32% 7
2021
Q1 		$3.61M Sell
64,037
-1,770
-3% -$100K 4.66% 7
2020
Q4 		$3.73M Buy
+65,807
New +$3.69M 4.28% 9

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tower Wealth Partners's FMB Position: Q2 2024 in Review

Tower Wealth Partners sold out of First Trust Managed Municipal ETF (FMB) in Q2 2024, closing a stake of 40,124 shares — an estimated $2.06M sold.

Tower Wealth Partners first reported a position in FMB in Q4 2020 and held it in 14 quarters. The position peaked at $3.99M in Q3 2021. 298 funds tracked by Wall St. Rank hold FMB as of Q2 2024.

  • Tower Wealth Partners reported no remaining First Trust Managed Municipal ETF position as of Q2 2024 after selling out during the quarter.
  • Tower Wealth Partners sold 40,124 First Trust Managed Municipal ETF shares in Q2 2024, an estimated $2.06M.
  • Tower Wealth Partners first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 14 quarters.
  • Tower Wealth Partners's First Trust Managed Municipal ETF position peaked at $3.99M in Q3 2021.
  • 298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2024.

Based on Tower Wealth Partners's 13F filing for Q2 2024, filed 9 Aug 2024.