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Altus Wealth Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Altus Wealth Group’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
2022
Q1 		– Sell
-26,191
Closed -$545K – 119
2021
Q4 		$545K Buy
+26,191
New +$546K 0.45% 55

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Altus Wealth Group's FSMB Position: Q1 2022 in Review

Altus Wealth Group sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2022, closing a stake of 26,191 shares — an estimated $545K sold.

Altus Wealth Group first reported a position in FSMB in Q4 2021 and held it in 1 quarter. The position peaked at $545K in Q4 2021. 70 funds tracked by Wall St. Rank hold FSMB as of Q1 2022.

  • Altus Wealth Group reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
  • Altus Wealth Group sold 26,191 First Trust Short Duration Managed Municipal ETF shares in Q1 2022, an estimated $545K.
  • Altus Wealth Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2021 and held it in 1 quarter.
  • Altus Wealth Group's First Trust Short Duration Managed Municipal ETF position peaked at $545K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2022.

Based on Altus Wealth Group's 13F filing for Q1 2022, filed 9 May 2022.