Wedbush Securities’s First Trust Managed Municipal ETF FMB Stock Holding History

Wedbush Securities’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
2020 Q4	–	Sell	-5,885	Closed	-$327K	–	911
2020 Q3	$327K	Buy	5,885 +1,215	+26%	+$67.8K	0.03%	576
2020 Q2	$257K	Hold	4,670	–	–	0.02%	663
2020 Q1	$253K	Hold	4,670	–	–	0.03%	587
2019 Q4	$259K	Buy	+4,670	New	+$259K	0.02%	732

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

RJA

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

Wedbush Securities's FMB Position: Q4 2020 in Review

Wedbush Securities sold out of First Trust Managed Municipal ETF (FMB) in Q4 2020, closing a stake of 5,885 shares — an estimated $327K sold.

Wedbush Securities first reported a position in FMB in Q4 2019 and held it in 4 quarters. The position peaked at $327K in Q3 2020. 236 funds tracked by Wall St. Rank hold FMB as of Q4 2020.

Wedbush Securities reported no remaining First Trust Managed Municipal ETF position as of Q4 2020 after selling out during the quarter.
Wedbush Securities sold 5,885 First Trust Managed Municipal ETF shares in Q4 2020, an estimated $327K.
Wedbush Securities first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 4 quarters.
Wedbush Securities's First Trust Managed Municipal ETF position peaked at $327K in Q3 2020.
236 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2020.

Based on Wedbush Securities's 13F filing for Q4 2020, filed 16 Feb 2021.