AWS
FSMB icon

Atria Wealth Solutions’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-14,109
Closed -$275K – 1820
2022
Q3 		$275K Buy
14,109
+3,876
+38% +$77.1K ﹤0.01% 1353
2022
Q2 		$203K Buy
+10,233
New +$203K ﹤0.01% 1456

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 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 $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's FSMB Position: Q4 2022 in Review

Atria Wealth Solutions sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2022, closing a stake of 14,109 shares — an estimated $275K sold.

Atria Wealth Solutions first reported a position in FSMB in Q2 2022 and held it in 2 quarters. The position peaked at $275K in Q3 2022. 109 funds tracked by Wall St. Rank hold FSMB as of Q4 2022.

  • Atria Wealth Solutions reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,109 First Trust Short Duration Managed Municipal ETF shares in Q4 2022, an estimated $275K.
  • Atria Wealth Solutions first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's First Trust Short Duration Managed Municipal ETF position peaked at $275K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.