First Trust Managed Municipal ETF (FMB)
TrueWealth Exits $12.8 Million FMB Position -- What Investors Should Know
First Trust Managed Municipal ETF targets tax-exempt income through a diversified portfolio of municipal bonds for fixed income investors.
First Trust Managed Municipal ETF $FMB Shares Bought by Ausdal Financial Partners Inc.
Ausdal Financial Partners Inc. lifted its position in shares of First Trust Managed Municipal ETF (NASDAQ: FMB) by 260.9% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 33,093 shares of the company's stock after buying an additional 23,923 shares during the quarter.
TrueWealth Financial Buys $12 Million of First Trust Managed Municipal ETF
TrueWealth Financial Partners bought 248,749 shares for an estimated $12.7 million (based on the average fourth-quarter trading pricing). The firm's 13F showed a position of 248,749 shares at the end of the fourth quarter.
This Wealth Advisory Sold $3 Million of One Muni ETF but Kept $16 Million Still Invested
RMR Wealth Builders sold 66,572 shares of FMB in the fourth quarter; the estimated transaction value was $3.40 million based on average pricing in the period. Meanwhile, the quarter-end FMB position value fell by $3.24 million, a change reflecting both share sales and price movements.
High Net Worth Advisory Group LLC Sells 11,139 Shares of First Trust Managed Municipal ETF $FMB
High Net Worth Advisory Group LLC reduced its stake in shares of First Trust Managed Municipal ETF (NASDAQ: FMB) by 48.9% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 11,640 shares of the company's stock after selling 11,139 shares during
First Trust Managed Municipal ETF $FMB Shares Sold by CWA Asset Management Group LLC
CWA Asset Management Group LLC lowered its holdings in shares of First Trust Managed Municipal ETF (NASDAQ: FMB) by 16.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 179,598 shares of the company's stock after selling 34,859 shares
Investment Advisor Adds Shares of Municipal Bond ETF. Should Retail Investors Follow Suit?
Added 75,648 shares of FMB, increasing the position by an estimated $4.02 million vs. prior quarter Post-trade position: 288,013 shares valued at $14.60 million FMB now represents approximately 3.4% of Frisch Financial Group, Inc.'s 13F AUM, which places it outside the fund's top five holdings These 10 Stocks Could Mint the Next Wave of Millionaires ›
Allworth Financial LP Buys 19,018 Shares of First Trust Managed Municipal ETF $FMB
Allworth Financial LP increased its stake in shares of First Trust Managed Municipal ETF (NASDAQ: FMB) by 24.5% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 96,682 shares of the company's stock after acquiring an additional 19,018 shares
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Ellis Investment Partners LLC Takes Position in First Trust Managed Municipal ETF (NASDAQ:FMB)
Ellis Investment Partners LLC bought a new stake in First Trust Managed Municipal ETF (NASDAQ:FMB) in the 2nd quarter, Holdings Channel reports. The institutional investor bought 1,146 shares of the company’s stock, valued at approximately $63,000. Other large investors have also recently modified their holdings of the company. Patriot Financial Group Insurance Agency LLC grew […]
Patriot Financial Group Insurance Agency LLC Increases Stock Position in First Trust Managed Municipal ETF (NASDAQ:FMB)
Patriot Financial Group Insurance Agency LLC lifted its holdings in First Trust Managed Municipal ETF (NASDAQ:FMB) by 83.9% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 4,351 shares of the company’s stock after purchasing an additional 1,985 shares during the period. Patriot Financial Group Insurance Agency LLC’s […]
Capital Investment Advisory Services LLC Grows Stake in First Trust Managed Municipal ETF (NASDAQ:FMB)
Capital Investment Advisory Services LLC increased its stake in First Trust Managed Municipal ETF (NASDAQ:FMB) by 6.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,795 shares of the company’s stock after acquiring an additional 1,335 shares during […]
BerganKDV Wealth Management LLC Sells 446 Shares of First Trust Managed Municipal ETF (NASDAQ:FMB)
BerganKDV Wealth Management LLC decreased its holdings in shares of First Trust Managed Municipal ETF (NASDAQ:FMB) by 4.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,701 shares of the company’s stock after selling 446 shares during the period. BerganKDV Wealth Management […]
Clear Creek Financial Management LLC Raises Stock Holdings in First Trust Managed Municipal ETF (NASDAQ:FMB)
Clear Creek Financial Management LLC lifted its holdings in shares of First Trust Managed Municipal ETF (NASDAQ:FMB) by 55.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,830 shares of the company’s stock after purchasing an additional 2,806 shares during the […]
Patriot Financial Group Insurance Agency LLC Grows Position in First Trust Managed Municipal ETF (NASDAQ:FMB)
Patriot Financial Group Insurance Agency LLC boosted its stake in First Trust Managed Municipal ETF (NASDAQ:FMB) by 31.6% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,366 shares of the company’s stock after buying an additional 568 shares during the quarter. Patriot Financial Group […]
Global Trust Asset Management LLC Lowers Position in First Trust Managed Municipal ETF (NASDAQ:FMB)
Global Trust Asset Management LLC decreased its holdings in shares of First Trust Managed Municipal ETF (NASDAQ:FMB) by 71.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,000 shares of the company’s stock after selling 9,912 shares during the quarter. […]
Barber Financial Group Inc. Buys 3,815 Shares of First Trust Managed Municipal ETF (NASDAQ:FMB)
Barber Financial Group Inc. boosted its stake in First Trust Managed Municipal ETF (NASDAQ:FMB) by 7.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 58,078 shares of the company’s stock after acquiring an additional 3,815 shares during the period. Barber Financial […]
Bank of America Corp DE Has $78.14 Million Holdings in First Trust Managed Municipal ETF (NASDAQ:FMB)
Bank of America Corp DE lifted its position in shares of First Trust Managed Municipal ETF (NASDAQ:FMB) by 18.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,406,626 shares of the company’s stock after purchasing an additional 215,947 shares during the quarter. Bank […]
Ameritas Investment Company LLC Has $1.97 Million Holdings in First Trust Managed Municipal ETF (NASDAQ:FMB)
Ameritas Investment Company LLC lifted its holdings in shares of First Trust Managed Municipal ETF (NASDAQ:FMB) by 65.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 35,536 shares of the company’s stock after purchasing an additional 14,009 shares during the period. Ameritas […]
Avestar Capital LLC Sells 2,251 Shares of First Trust Managed Municipal ETF (NASDAQ:FMB)
Avestar Capital LLC decreased its position in shares of First Trust Managed Municipal ETF (NASDAQ:FMB) by 5.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 36,141 shares of the company’s stock after selling 2,251 shares during the quarter. First Trust Managed Municipal ETF makes up 1.1% […]