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True Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

True Capital Management’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
Q1 		$246K Buy
4,833
+21
+0.4% +$1.07K 0.17% 114
2022
Q4 		$241K Buy
+4,812
New +$239K 0.2% 103

Other funds holding FMB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

True Capital Management's FMB Position: Q1 2023 in Review

True Capital Management increased its First Trust Managed Municipal ETF (FMB) stake by 0.44% in Q1 2023, buying an estimated $1.07K and bringing the position to 4,833 shares worth $246K. The position accounts for 0.17% of the portfolio, ranked #114.

True Capital Management first reported a position in FMB in Q4 2022 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold FMB as of Q1 2023.

  • True Capital Management held 4,833 shares of First Trust Managed Municipal ETF worth $246K as of Q1 2023.
  • True Capital Management bought 21 First Trust Managed Municipal ETF shares in Q1 2023, an estimated $1.07K.
  • First Trust Managed Municipal ETF made up 0.17% of True Capital Management's portfolio in Q1 2023, its #114 holding.
  • True Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2022 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.