Bank of Montreal
FSMB icon

Bank of Montreal’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Bank of Montreal’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
-1
Closed -$21 – 4094
2023
Q3 		$21 Buy
+1
New +$20 ﹤0.01% 3764

Other funds holding FSMB

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TA
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's FSMB Position: Q4 2023 in Review

Bank of Montreal sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2023, closing a stake of 1 share — an estimated $21 sold.

Bank of Montreal first reported a position in FSMB in Q3 2023 and held it in 1 quarter. The position peaked at $21 in Q3 2023. 121 funds tracked by Wall St. Rank hold FSMB as of Q4 2023.

  • Bank of Montreal reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 1 First Trust Short Duration Managed Municipal ETF share in Q4 2023, an estimated $21.
  • Bank of Montreal first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's First Trust Short Duration Managed Municipal ETF position peaked at $21 in Q3 2023.
  • 121 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.