American Portfolios Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

American Portfolios Advisors’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 Q3	$232K	Buy	11,889 +4,252	+56%	+$84.6K	0.01%	962
2022 Q2	$152K	Sell	7,637 -692	-8%	-$13.8K	0.01%	1184
2022 Q1	$167K	Sell	8,329 -102	-1%	-$2.09K	0.01%	1250
2021 Q4	$175K	Sell	8,431 -1,837	-18%	-$38.3K	0.01%	1223
2021 Q3	$214K	Sell	10,268 -110	-1%	-$2.3K	0.01%	1083
2021 Q2	$217K	Buy	10,378 +538	+5%	+$11.2K	0.01%	1068
2021 Q1	$205K	Buy	9,840 +30	+0.3%	+$625	0.01%	1008
2020 Q4	$204K	Sell	9,810 -100	-1%	-$2.07K	0.01%	880
2020 Q3	$205K	Sell	9,910 -180	-2%	-$3.72K	0.01%	784
2020 Q2	$207K	Buy	10,090 +1,685	+20%	+$34.1K	0.01%	734
2020 Q1	$169K	Buy	8,405 +275	+3%	+$5.63K	0.01%	706
2019 Q4	$166K	Buy	8,130 +6,988	+612%	+$143K	0.01%	811
2019 Q3	$23.4K	Buy	1,142 +1,040	+1,020%	+$21.3K	﹤0.01%	1608
2019 Q2	$2.08K	Hold	102	–	–	﹤0.01%	2471
2019 Q1	$2.07K	Buy	+102	New	+$2.06K	﹤0.01%	2369

Other funds holding FSMB

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

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Portfolios Advisors's FSMB Position: Q3 2022 in Review

American Portfolios Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 56% in Q3 2022, buying an estimated $84.6K and bringing the position to 11,889 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #962.

American Portfolios Advisors first reported a position in FSMB in Q1 2019 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold FSMB as of Q3 2022.

American Portfolios Advisors held 11,889 shares of First Trust Short Duration Managed Municipal ETF worth $232K as of Q3 2022.
American Portfolios Advisors bought 4,252 First Trust Short Duration Managed Municipal ETF shares in Q3 2022, an estimated $84.6K.
First Trust Short Duration Managed Municipal ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #962 holding.
American Portfolios Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2019 and has held it in 15 quarters since.
99 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.