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

Ausdal Financial Partners’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
2024 Q2	–	Sell	-10,818	Closed	-$215K	–	507
2024 Q1	$215K	Buy	+10,818	New	+$215K	0.02%	430
2023 Q2	–	Sell	-11,858	Closed	-$236K	–	442
2023 Q1	$236K	Sell	11,858 -9,479	-44%	-$188K	0.03%	387
2022 Q4	$421K	Sell	21,337 -74,671	-78%	-$1.47M	0.06%	264
2022 Q3	$1.87M	Sell	96,008 -49,988	-34%	-$994K	0.3%	85
2022 Q2	$2.9M	Buy	145,996 +113,913	+355%	+$2.27M	0.44%	69
2022 Q1	$644K	Buy	+32,083	New	+$656K	0.09%	234
2020 Q4	–	Sell	-14,027	Closed	-$290K	–	423
2020 Q3	$290K	Buy	+14,027	New	+$290K	0.07%	263

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

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

RWB

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ausdal Financial Partners's FSMB Position: Q2 2024 in Review

Ausdal Financial Partners sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2024, closing a stake of 10,818 shares — an estimated $215K sold.

Ausdal Financial Partners first reported a position in FSMB in Q3 2020 and held it in 7 quarters. The position peaked at $2.9M in Q2 2022. 118 funds tracked by Wall St. Rank hold FSMB as of Q2 2024.

Ausdal Financial Partners reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2024 after selling out during the quarter.
Ausdal Financial Partners sold 10,818 First Trust Short Duration Managed Municipal ETF shares in Q2 2024, an estimated $215K.
Ausdal Financial Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2020 and held it in 7 quarters.
Ausdal Financial Partners's First Trust Short Duration Managed Municipal ETF position peaked at $2.9M in Q2 2022.
118 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2024.

Based on Ausdal Financial Partners's 13F filing for Q2 2024, filed 6 Aug 2024.