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

Cedar Brook 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
2023 Q1	–	Sell	-12,570	Closed	-$248K	–	393
2022 Q4	$248K	Buy	12,570 +56	+0.4%	+$1.1K	0.07%	298
2022 Q3	$244K	Sell	12,514 -680	-5%	-$13.5K	0.08%	281
2022 Q2	$262K	Sell	13,194 -2,217	-14%	-$44.1K	0.08%	264
2022 Q1	$310K	Sell	15,411 -1,338	-8%	-$27.4K	0.08%	274
2021 Q4	$349K	Buy	+16,749	New	+$349K	0.09%	245
2021 Q3	–	Sell	-17,659	Closed	-$369K	–	360
2021 Q2	$369K	Buy	17,659 +55	+0.3%	+$1.15K	0.11%	224
2021 Q1	$366K	Sell	17,604 -45,378	-72%	-$946K	0.13%	189
2020 Q4	$1.31M	Buy	62,982 +4,787	+8%	+$99.1K	0.46%	54
2020 Q3	$1.2M	Buy	58,195 +40,806	+235%	+$842K	0.47%	50
2020 Q2	$357K	Buy	+17,389	New	+$352K	0.16%	166

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return

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

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cedar Brook Financial Partners's FSMB Position: Q1 2023 in Review

Cedar Brook Financial Partners sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2023, closing a stake of 12,570 shares — an estimated $248K sold.

Cedar Brook Financial Partners first reported a position in FSMB in Q2 2020 and held it in 10 quarters. The position peaked at $1.31M in Q4 2020. 107 funds tracked by Wall St. Rank hold FSMB as of Q1 2023.

Cedar Brook Financial Partners reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 12,570 First Trust Short Duration Managed Municipal ETF shares in Q1 2023, an estimated $248K.
Cedar Brook Financial Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2020 and held it in 10 quarters.
Cedar Brook Financial Partners's First Trust Short Duration Managed Municipal ETF position peaked at $1.31M in Q4 2020.
107 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2023, filed 4 Apr 2023.