Advisornet Financial’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Advisornet Financial’s Portfolio FSMB Stock Details FSMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-406	Closed	-$7.87K	–	2454
2023 Q3	$7.87K	Hold	406	–	–	﹤0.01%	1299
2023 Q2	$8.01K	Hold	406	–	–	﹤0.01%	1384
2023 Q1	$8.07K	Hold	406	–	–	﹤0.01%	1368
2022 Q4	$8.01K	Hold	406	–	–	﹤0.01%	1348
2022 Q3	$8K	Hold	406	–	–	﹤0.01%	1395
2022 Q2	$8K	Hold	406	–	–	﹤0.01%	1399
2022 Q1	$8K	Buy	+406	New	+$8.3K	﹤0.01%	1493

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return

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

EFP

EnRich Financial Partners Madison, Wisconsin $377M AUM 17.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisornet Financial's FSMB Position: Q4 2023 in Review

Advisornet Financial sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2023, closing a stake of 406 shares — an estimated $7.87K sold.

Advisornet Financial first reported a position in FSMB in Q1 2022 and held it in 7 quarters. The position peaked at $8.07K in Q1 2023. 121 funds tracked by Wall St. Rank hold FSMB as of Q4 2023.

Advisornet Financial reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2023 after selling out during the quarter.
Advisornet Financial sold 406 First Trust Short Duration Managed Municipal ETF shares in Q4 2023, an estimated $7.87K.
Advisornet Financial first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2022 and held it in 7 quarters.
Advisornet Financial's First Trust Short Duration Managed Municipal ETF position peaked at $8.07K in Q1 2023.
121 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.