Washington Trust’s First Trust Managed Municipal ETF FMB Stock Holding History

Washington Trust’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 Q2	–	Sell	-1,122	Closed	-$57.1K	–	928
2023 Q1	$57.1K	Hold	1,122	–	–	﹤0.01%	395
2022 Q4	$56.2K	Sell	1,122 -122	-10%	-$6.05K	﹤0.01%	383
2022 Q3	$61K	Hold	1,244	–	–	﹤0.01%	358
2022 Q2	$63K	Hold	1,244	–	–	﹤0.01%	366
2022 Q1	$66K	Sell	1,244 -34,870	-97%	-$1.92M	﹤0.01%	383
2021 Q4	$2.06M	Buy	36,114 +34,730	+2,509%	+$1.97M	0.08%	116
2021 Q3	$79K	Hold	1,384	–	–	﹤0.01%	442
2021 Q2	$79K	Hold	1,384	–	–	﹤0.01%	442
2021 Q1	$78K	Sell	1,384 -297	-18%	-$16.8K	﹤0.01%	428
2020 Q4	$95K	Hold	1,681	–	–	﹤0.01%	382
2020 Q3	$93K	Hold	1,681	–	–	﹤0.01%	348
2020 Q2	$92K	Sell	1,681 -327	-16%	-$17.6K	﹤0.01%	309
2020 Q1	$109K	Buy	+2,008	New	+$112K	0.01%	299

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Washington Trust's FMB Position: Q2 2023 in Review

Washington Trust sold out of First Trust Managed Municipal ETF (FMB) in Q2 2023, closing a stake of 1,122 shares — an estimated $57.1K sold.

Washington Trust first reported a position in FMB in Q1 2020 and held it in 13 quarters. The position peaked at $2.06M in Q4 2021. 276 funds tracked by Wall St. Rank hold FMB as of Q2 2023.

Washington Trust reported no remaining First Trust Managed Municipal ETF position as of Q2 2023 after selling out during the quarter.
Washington Trust sold 1,122 First Trust Managed Municipal ETF shares in Q2 2023, an estimated $57.1K.
Washington Trust first reported a position in First Trust Managed Municipal ETF in Q1 2020 and held it in 13 quarters.
Washington Trust's First Trust Managed Municipal ETF position peaked at $2.06M in Q4 2021.
276 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2023.

Based on Washington Trust's 13F filing for Q2 2023, filed 27 Jul 2023.