Benjamin F. Edwards & Company’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Benjamin F. Edwards & Company’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	-7,887	Closed	-$156K	–	2173
2024 Q1	$156K	Buy	7,887 +627	+9%	+$12.5K	﹤0.01%	976
2023 Q4	$145K	Buy	7,260 +1,205	+20%	+$23.6K	﹤0.01%	966
2023 Q3	$117K	Sell	6,055 -43	-0.7%	-$845	﹤0.01%	860
2023 Q2	$120K	Sell	6,098 -496	-8%	-$9.81K	﹤0.01%	855
2023 Q1	$131K	Buy	+6,594	New	+$131K	0.01%	828
2022 Q4	–	Sell	-12,288	Closed	-$240K	–	1859
2022 Q3	$240K	Sell	12,288 -125	-1%	-$2.49K	0.01%	620
2022 Q2	$246K	Hold	12,413	–	–	0.01%	622
2022 Q1	$249K	Buy	12,413 +3,027	+32%	+$61.9K	0.01%	622
2021 Q4	$195K	Hold	9,386	–	–	0.01%	697
2021 Q3	$196K	Buy	+9,386	New	+$197K	0.01%	662

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 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

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Benjamin F. Edwards & Company's FSMB Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2024, closing a stake of 7,887 shares — an estimated $156K sold.

Benjamin F. Edwards & Company first reported a position in FSMB in Q3 2021 and held it in 10 quarters. The position peaked at $249K in Q1 2022. 119 funds tracked by Wall St. Rank hold FSMB as of Q2 2024.

Benjamin F. Edwards & Company reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 7,887 First Trust Short Duration Managed Municipal ETF shares in Q2 2024, an estimated $156K.
Benjamin F. Edwards & Company first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2021 and held it in 10 quarters.
Benjamin F. Edwards & Company's First Trust Short Duration Managed Municipal ETF position peaked at $249K in Q1 2022.
119 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.