Vishria Bird Financial Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Vishria Bird Financial Group’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 Q4	–	Sell	-142,410	Closed	-$6.94M	–	61
2022 Q3	$6.94M	Sell	142,410 -2,635	-2%	-$134K	4.67%	8
2022 Q2	$7.34M	Sell	145,045 -69,092	-32%	-$3.54M	4.88%	9
2022 Q1	$11.4M	Sell	214,137 -20,894	-9%	-$1.15M	6.28%	6
2021 Q4	$13.4M	Buy	235,031 +10,380	+5%	+$590K	6.23%	5
2021 Q3	$12.8M	Buy	224,651 +5,545	+3%	+$318K	6.69%	5
2021 Q2	$12.6M	Buy	219,106 +10,112	+5%	+$577K	6.18%	5
2021 Q1	$11.8M	Sell	208,994 -272	-0.1%	-$15.4K	6.51%	4
2020 Q4	$11.9M	Buy	209,266 +5,692	+3%	+$319K	6.76%	6
2020 Q3	$11.3M	Buy	203,574 +24,525	+14%	+$1.37M	7.12%	5
2020 Q2	$9.85M	Buy	+179,049	New	+$9.64M	7.7%	4

Other funds holding FMB

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

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

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Vishria Bird Financial Group's FMB Position: Q4 2022 in Review

Vishria Bird Financial Group sold out of First Trust Managed Municipal ETF (FMB) in Q4 2022, closing a stake of 142,410 shares — an estimated $6.94M sold.

Vishria Bird Financial Group first reported a position in FMB in Q2 2020 and held it in 10 quarters. The position peaked at $13.4M in Q4 2021. 277 funds tracked by Wall St. Rank hold FMB as of Q4 2022.

Vishria Bird Financial Group reported no remaining First Trust Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
Vishria Bird Financial Group sold 142,410 First Trust Managed Municipal ETF shares in Q4 2022, an estimated $6.94M.
Vishria Bird Financial Group first reported a position in First Trust Managed Municipal ETF in Q2 2020 and held it in 10 quarters.
Vishria Bird Financial Group's First Trust Managed Municipal ETF position peaked at $13.4M in Q4 2021.
277 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2022.

Based on Vishria Bird Financial Group's 13F filing for Q4 2022, filed 1 Feb 2023.