tru Independence’s First Trust Managed Municipal ETF FMB Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-34,733	Closed	-$1.22K	–	525
2020 Q2	$1.22K	Sell	34,733 -1,705	-5%	-$91.8K	0.18%	94
2020 Q1	$1.26K	Buy	36,438 +19,268	+112%	+$1.07M	0.21%	88
2019 Q4	$928K	Buy	+17,170	New	+$952K	0.13%	119

Other funds holding FMB

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

tru Independence's FMB Position: Q3 2020 in Review

tru Independence sold out of First Trust Managed Municipal ETF (FMB) in Q3 2020, closing a stake of 34,733 shares — an estimated $1.22K sold.

tru Independence first reported a position in FMB in Q4 2019 and held it in 3 quarters. The position peaked at $928K in Q4 2019. 202 funds tracked by Wall St. Rank hold FMB as of Q3 2020.

tru Independence reported no remaining First Trust Managed Municipal ETF position as of Q3 2020 after selling out during the quarter.
tru Independence sold 34,733 First Trust Managed Municipal ETF shares in Q3 2020, an estimated $1.22K.
tru Independence first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 3 quarters.
tru Independence's First Trust Managed Municipal ETF position peaked at $928K in Q4 2019.
202 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.