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

Wealthcare Advisory Partners’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
2021 Q4	–	Sell	-5,902	Closed	-$335K	–	591
2021 Q3	$335K	Sell	5,902 -49	-0.8%	-$2.81K	0.02%	391
2021 Q2	$341K	Buy	5,951 +16	+0.3%	+$913	0.02%	392
2021 Q1	$335K	Buy	5,935 +935	+19%	+$53K	0.02%	363
2020 Q4	$284K	Buy	5,000 +479	+11%	+$26.8K	0.03%	331
2020 Q3	$251K	Buy	4,521 +517	+13%	+$28.8K	0.03%	294
2020 Q2	$220K	Buy	4,004 +15	+0.4%	+$808	0.03%	285
2020 Q1	$216K	Buy	3,989 +78	+2%	+$4.33K	0.03%	254
2019 Q4	$217K	Buy	3,911 +513	+15%	+$28.5K	0.03%	284
2019 Q3	$189K	Buy	3,398 +1,363	+67%	+$75.6K	0.03%	284
2019 Q2	$111K	Buy	2,035 +13	+0.6%	+$706	0.02%	354
2019 Q1	$109K	Buy	2,022 +13	+0.6%	+$690	0.02%	323
2018 Q4	$106K	Buy	+2,009	New	+$105K	0.02%	300

Other funds holding FMB

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

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

CWM

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

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

RJFSA

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

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

Wealthcare Advisory Partners's FMB Position: Q4 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Managed Municipal ETF (FMB) in Q4 2021, closing a stake of 5,902 shares — an estimated $335K sold.

Wealthcare Advisory Partners first reported a position in FMB in Q4 2018 and held it in 12 quarters. The position peaked at $341K in Q2 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q4 2021.

Wealthcare Advisory Partners reported no remaining First Trust Managed Municipal ETF position as of Q4 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,902 First Trust Managed Municipal ETF shares in Q4 2021, an estimated $335K.
Wealthcare Advisory Partners first reported a position in First Trust Managed Municipal ETF in Q4 2018 and held it in 12 quarters.
Wealthcare Advisory Partners's First Trust Managed Municipal ETF position peaked at $341K in Q2 2021.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2021, filed 11 Feb 2022.