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

WealthBridge 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
2024
Q2 		– Sell
-4,698
Closed -$241K – 190
2024
Q1 		$241K Sell
4,698
-569
-11% -$29.3K 0.08% 160
2023
Q4 		$272K Buy
5,267
+860
+20% +$42.8K 0.1% 129
2023
Q3 		$215K Sell
4,407
-2,178
-33% -$109K 0.09% 161
2023
Q2 		$334K Sell
6,585
-660
-9% -$33.5K 0.13% 122
2023
Q1 		$369K Sell
7,245
-277
-4% -$14.1K 0.15% 121
2022
Q4 		$377K Sell
7,522
-1,453
-16% -$72K 0.16% 124
2022
Q3 		$454K Hold
8,975
– – 0.19% 103
2022
Q2 		$454K Sell
8,975
-1,131
-11% -$58K 0.19% 103
2022
Q1 		$536K Sell
10,106
-433
-4% -$23.8K 0.2% 99
2021
Q4 		$601K Sell
10,539
-3,414
-24% -$194K 0.22% 88
2021
Q3 		$792K Buy
13,953
+1,363
+11% +$78.3K 0.3% 68
2021
Q2 		$721K Buy
12,590
+603
+5% +$34.4K 0.26% 84
2021
Q1 		$676K Buy
11,987
+298
+3% +$16.9K 0.28% 79
2020
Q4 		$663K Buy
11,689
+1,133
+11% +$63.4K 0.29% 73
2020
Q3 		$587K Buy
10,556
+652
+7% +$36.4K 0.3% 66
2020
Q2 		$545K Buy
9,904
+621
+7% +$33.4K 0.31% 64
2020
Q1 		$502K Buy
9,283
+2,441
+36% +$136K 0.35% 64
2019
Q4 		$380K Buy
+6,842
New +$380K 0.25% 84

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 $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
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 $3.64B AUM 14.73% 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

WealthBridge Capital Management's FMB Position: Q2 2024 in Review

WealthBridge Capital Management sold out of First Trust Managed Municipal ETF (FMB) in Q2 2024, closing a stake of 4,698 shares — an estimated $241K sold.

WealthBridge Capital Management first reported a position in FMB in Q4 2019 and held it in 18 quarters. The position peaked at $792K in Q3 2021. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2024.

  • WealthBridge Capital Management reported no remaining First Trust Managed Municipal ETF position as of Q2 2024 after selling out during the quarter.
  • WealthBridge Capital Management sold 4,698 First Trust Managed Municipal ETF shares in Q2 2024, an estimated $241K.
  • WealthBridge Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 18 quarters.
  • WealthBridge Capital Management's First Trust Managed Municipal ETF position peaked at $792K in Q3 2021.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2024.

Based on WealthBridge Capital Management's 13F filing for Q2 2024, filed 2 Aug 2024.