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Trail Ridge Investment Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Trail Ridge Investment 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
Q3 		– Sell
-12,862
Closed -$651K – 131
2022
Q2 		$651K Buy
+12,862
New +$659K 0.44% 72

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UBS Group
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RJFSA
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CAMG
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Trail Ridge Investment Advisors's FMB Position: Q3 2022 in Review

Trail Ridge Investment Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q3 2022, closing a stake of 12,862 shares — an estimated $651K sold.

Trail Ridge Investment Advisors first reported a position in FMB in Q2 2022 and held it in 1 quarter. The position peaked at $651K in Q2 2022. 285 funds tracked by Wall St. Rank hold FMB as of Q3 2022.

  • Trail Ridge Investment Advisors reported no remaining First Trust Managed Municipal ETF position as of Q3 2022 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 12,862 First Trust Managed Municipal ETF shares in Q3 2022, an estimated $651K.
  • Trail Ridge Investment Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2022 and held it in 1 quarter.
  • Trail Ridge Investment Advisors's First Trust Managed Municipal ETF position peaked at $651K in Q2 2022.
  • 285 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.