WBH Advisory’s First Trust Managed Municipal ETF FMB Stock Holding History

WBH Advisory’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 Q2	–	Sell	-8,275	Closed	-$426K	–	306
2022 Q1	$426K	Sell	8,275 -18,538	-69%	-$1.02M	0.05%	218
2021 Q4	$1.53M	Sell	26,813 -4,994	-16%	-$284K	0.17%	116
2021 Q3	$1.81M	Buy	+31,807	New	+$1.83M	0.24%	88

Other funds holding FMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFA

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

WBH Advisory's FMB Position: Q2 2022 in Review

WBH Advisory sold out of First Trust Managed Municipal ETF (FMB) in Q2 2022, closing a stake of 8,275 shares — an estimated $426K sold.

WBH Advisory first reported a position in FMB in Q3 2021 and held it in 3 quarters. The position peaked at $1.81M in Q3 2021. 288 funds tracked by Wall St. Rank hold FMB as of Q2 2022.

WBH Advisory reported no remaining First Trust Managed Municipal ETF position as of Q2 2022 after selling out during the quarter.
WBH Advisory sold 8,275 First Trust Managed Municipal ETF shares in Q2 2022, an estimated $426K.
WBH Advisory first reported a position in First Trust Managed Municipal ETF in Q3 2021 and held it in 3 quarters.
WBH Advisory's First Trust Managed Municipal ETF position peaked at $1.81M in Q3 2021.
288 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2022.

Based on WBH Advisory's 13F filing for Q2 2022, filed 12 Jul 2022.