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

WealthPLAN 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
2023
Q2 		– Sell
-472
Closed -$24K – 1313
2023
Q1 		$24K Buy
+472
New +$24K ﹤0.01% 692

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Bank of America
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APP
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SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CWM
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's FMB Position: Q2 2023 in Review

WealthPLAN Partners sold out of First Trust Managed Municipal ETF (FMB) in Q2 2023, closing a stake of 472 shares — an estimated $24K sold.

WealthPLAN Partners first reported a position in FMB in Q1 2023 and held it in 1 quarter. The position peaked at $24K in Q1 2023. 277 funds tracked by Wall St. Rank hold FMB as of Q2 2023.

  • WealthPLAN Partners reported no remaining First Trust Managed Municipal ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 472 First Trust Managed Municipal ETF shares in Q2 2023, an estimated $24K.
  • WealthPLAN Partners first reported a position in First Trust Managed Municipal ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's First Trust Managed Municipal ETF position peaked at $24K in Q1 2023.
  • 277 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.