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

WealthShield 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 Q3	–	Sell	-1,441	Closed	-$83K	–	407
2021 Q2	$83K	Buy	+1,441	New	+$82.2K	0.01%	388

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthShield Partners's FMB Position: Q3 2021 in Review

WealthShield Partners sold out of First Trust Managed Municipal ETF (FMB) in Q3 2021, closing a stake of 1,441 shares — an estimated $83K sold.

WealthShield Partners first reported a position in FMB in Q2 2021 and held it in 1 quarter. The position peaked at $83K in Q2 2021. 249 funds tracked by Wall St. Rank hold FMB as of Q3 2021.

WealthShield Partners reported no remaining First Trust Managed Municipal ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 1,441 First Trust Managed Municipal ETF shares in Q3 2021, an estimated $83K.
WealthShield Partners first reported a position in First Trust Managed Municipal ETF in Q2 2021 and held it in 1 quarter.
WealthShield Partners's First Trust Managed Municipal ETF position peaked at $83K in Q2 2021.
249 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.