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

Truvestments Capital’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
Q1 		– Sell
-67
Closed -$3.45K – 779
2023
Q4 		$3.45K Buy
+67
New +$3.33K ﹤0.01% 638

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $4.02B AUM 20% 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 $672B AUM 33.48% 1-Year Est. Return

Truvestments Capital's FMB Position: Q1 2024 in Review

Truvestments Capital sold out of First Trust Managed Municipal ETF (FMB) in Q1 2024, closing a stake of 67 shares — an estimated $3.45K sold.

Truvestments Capital first reported a position in FMB in Q4 2023 and held it in 1 quarter. The position peaked at $3.45K in Q4 2023. 299 funds tracked by Wall St. Rank hold FMB as of Q1 2024.

  • Truvestments Capital reported no remaining First Trust Managed Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • Truvestments Capital sold 67 First Trust Managed Municipal ETF shares in Q1 2024, an estimated $3.45K.
  • Truvestments Capital first reported a position in First Trust Managed Municipal ETF in Q4 2023 and held it in 1 quarter.
  • Truvestments Capital's First Trust Managed Municipal ETF position peaked at $3.45K in Q4 2023.
  • 299 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.