VFPI
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Vantage Financial Partners (Illinois)’s First Trust Managed Municipal ETF FMB Stock Holding History

Vantage Financial Partners (Illinois)’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 		$7.86M Buy
153,872
+7,494
+5% +$382K 1.95% 17
2024
Q1 		$7.52M Buy
146,378
+4,155
+3% +$214K 1.96% 18
2023
Q4 		$7.35M Buy
+142,223
New +$7.07M 2.23% 18

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 $445B AUM 25.58% 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 $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 $570B AUM 27.57% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s FMB Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its First Trust Managed Municipal ETF (FMB) stake by 5.1% in Q2 2024, buying an estimated $382K and bringing the position to 153,872 shares worth $7.86M. The position accounts for 1.95% of the portfolio, ranked #17.

Vantage Financial Partners (Illinois) first reported a position in FMB in Q4 2023 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold FMB as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 153,872 shares of First Trust Managed Municipal ETF worth $7.86M as of Q2 2024.
  • Vantage Financial Partners (Illinois) bought 7,494 First Trust Managed Municipal ETF shares in Q2 2024, an estimated $382K.
  • First Trust Managed Municipal ETF made up 1.95% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #17 holding.
  • Vantage Financial Partners (Illinois) first reported a position in First Trust Managed Municipal ETF in Q4 2023 and has held it in 3 quarters since.
  • 298 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.