Capital Market Strategies’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Capital Market Strategies’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 Q3	–	Sell	-10,711	Closed	-$211K	–	144
2023 Q2	$211K	Buy	10,711 +4	+0%	+$79	0.2%	128
2023 Q1	$213K	Sell	10,707 -608	-5%	-$12.1K	0.38%	41
2022 Q4	$223K	Sell	11,315 -1,356	-11%	-$26.6K	0.24%	120
2022 Q3	$247K	Buy	12,671 +10	+0.1%	+$199	0.28%	99
2022 Q2	$251K	Sell	12,661 -92	-0.7%	-$1.83K	0.26%	103
2022 Q1	$256K	Buy	12,753 +275	+2%	+$5.63K	0.22%	124
2021 Q4	$260K	Buy	+12,478	New	+$260K	0.21%	119

Other funds holding FSMB

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return