Winslow Evans & Crocker’s First Trust Managed Municipal ETF FMB Stock Holding History

Winslow Evans & Crocker’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	$997K	Buy	17,588 +6,220	+55%	+$348K	0.19%	129
2020 Q3	$632K	Buy	11,368 +3,002	+36%	+$167K	0.16%	139
2020 Q2	$461K	Buy	8,366 +4	+0%	+$215	0.12%	163
2020 Q1	$454K	Sell	8,362 -346	-4%	-$19.2K	0.15%	143
2019 Q4	$486K	Buy	8,708 +2,260	+35%	+$125K	0.12%	176
2019 Q3	$360K	Buy	6,448 +638	+11%	+$35.4K	0.1%	210
2019 Q2	$320K	Buy	5,810 +704	+14%	+$38.2K	0.09%	236
2019 Q1	$276K	Buy	5,106 +2	+0%	+$106	0.08%	248
2018 Q4	$270K	Buy	5,104 +2,304	+82%	+$120K	0.09%	220
2018 Q3	$148K	Buy	2,800 +1,400	+100%	+$73.7K	0.04%	306
2018 Q2	$74K	Buy	1,400 +214	+18%	+$11.3K	0.02%	423
2018 Q1	$62.3K	Buy	1,186 +1,000	+538%	+$52.8K	0.02%	442
2017 Q4	$9.9K	Buy	+186	New	+$9.92K	﹤0.01%	811

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

Winslow Evans & Crocker's FMB Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust Managed Municipal ETF (FMB) stake by 55% in Q4 2020, buying an estimated $348K and bringing the position to 17,588 shares worth $997K. The position accounts for 0.19% of the portfolio, ranked #129.

Winslow Evans & Crocker first reported a position in FMB in Q4 2017 and has held it in 13 quarters since. 236 funds tracked by Wall St. Rank hold FMB as of Q4 2020.

Winslow Evans & Crocker held 17,588 shares of First Trust Managed Municipal ETF worth $997K as of Q4 2020.
Winslow Evans & Crocker bought 6,220 First Trust Managed Municipal ETF shares in Q4 2020, an estimated $348K.
First Trust Managed Municipal ETF made up 0.19% of Winslow Evans & Crocker's portfolio in Q4 2020, its #129 holding.
Winslow Evans & Crocker first reported a position in First Trust Managed Municipal ETF in Q4 2017 and has held it in 13 quarters since.
236 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.