Carson Wealth (CWM LLC)’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Carson Wealth (CWM LLC)’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	-9	Closed	–	–	4291
2023 Q2	$0	Sell	9 -45	-83%	-$891	﹤0.01%	4264
2023 Q1	$1K	Buy	+54	New	+$1.07K	﹤0.01%	3824
2022 Q1	–	Sell	-959	Closed	-$20K	–	3632
2021 Q4	$20K	Buy	+959	New	+$20K	﹤0.01%	1987
2021 Q2	$20K	Hold	959	–	–	﹤0.01%	1791
2021 Q1	$20K	Hold	959	–	–	﹤0.01%	1791
2020 Q4	$20K	Hold	959	–	–	﹤0.01%	1791
2020 Q3	$20K	Hold	959	–	–	﹤0.01%	1791
2020 Q2	$20K	Hold	959	–	–	﹤0.01%	1790
2020 Q1	$20K	Hold	959	–	–	﹤0.01%	1790
2019 Q4	$20K	Hold	959	–	–	﹤0.01%	1790
2019 Q3	$20K	Hold	959	–	–	﹤0.01%	1790
2019 Q2	$20K	Hold	959	–	–	﹤0.01%	1790
2019 Q1	$20K	Buy	+959	New	+$19.4K	﹤0.01%	1789

Other funds holding FSMB

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RWB

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

OAJ

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

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

Carson Wealth (CWM LLC)'s FSMB Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2023, closing a stake of 9 shares.

Carson Wealth (CWM LLC) first reported a position in FSMB in Q1 2019 and held it in 13 quarters. The position peaked at $20K in Q4 2021. 112 funds tracked by Wall St. Rank hold FSMB as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 9 First Trust Short Duration Managed Municipal ETF shares in Q3 2023.
Carson Wealth (CWM LLC) first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2019 and held it in 13 quarters.
Carson Wealth (CWM LLC)'s First Trust Short Duration Managed Municipal ETF position peaked at $20K in Q4 2021.
112 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.