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

Vivaldi 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 		– Sell
-52,553
Closed -$2.67M – 225
2022
Q4 		$2.67M Buy
+52,553
New +$2.61M 0.66% 50

Other funds holding FMB

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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 $4.02B AUM 20% 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

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

Vivaldi Capital Management sold out of First Trust Managed Municipal ETF (FMB) in Q1 2023, closing a stake of 52,553 shares — an estimated $2.67M sold.

Vivaldi Capital Management first reported a position in FMB in Q4 2022 and held it in 1 quarter. The position peaked at $2.67M in Q4 2022. 274 funds tracked by Wall St. Rank hold FMB as of Q1 2023.

  • Vivaldi Capital Management reported no remaining First Trust Managed Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • Vivaldi Capital Management sold 52,553 First Trust Managed Municipal ETF shares in Q1 2023, an estimated $2.67M.
  • Vivaldi Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2022 and held it in 1 quarter.
  • Vivaldi Capital Management's First Trust Managed Municipal ETF position peaked at $2.67M in Q4 2022.
  • 274 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2023.

Based on Vivaldi Capital Management's 13F filing for Q1 2023, filed 12 May 2023.