Cetera Advisor Networks’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Cetera Advisor Networks’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 Q1	$331K	Sell	16,692 -7,301	-30%	-$145K	﹤0.01%	2216
2023 Q4	$479K	Sell	23,993 -14,154	-37%	-$277K	﹤0.01%	1911
2023 Q3	$739K	Sell	38,147 -54,860	-59%	-$1.08M	﹤0.01%	1478
2023 Q2	$1.84M	Sell	93,007 -74,964	-45%	-$1.48M	0.01%	892
2023 Q1	$3.34M	Buy	167,971 +3,111	+2%	+$61.7K	0.02%	649
2022 Q4	$3.25M	Buy	164,860 +135,015	+452%	+$2.65M	0.03%	607
2022 Q3	$582K	Sell	29,845 -179	-0.6%	-$3.56K	0.01%	1186
2022 Q2	$596K	Buy	+30,024	New	+$597K	0.01%	1162
2022 Q1	–	Sell	-25,863	Closed	-$538K	–	2109
2021 Q4	$538K	Sell	25,863 -88,281	-77%	-$1.84M	0.01%	1237
2021 Q3	$2.38M	Buy	114,144 +2,240	+2%	+$46.9K	0.03%	490
2021 Q2	$2.34M	Buy	+111,904	New	+$2.34M	0.03%	479

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

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

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 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

Cetera Advisor Networks's FSMB Position: Q1 2024 in Review

Cetera Advisor Networks reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 30% in Q1 2024, selling an estimated $145K and leaving 16,692 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Cetera Advisor Networks first reported a position in FSMB in Q2 2021 and has held it in 11 quarters since. The position peaked at $3.34M in Q1 2023. 119 funds tracked by Wall St. Rank hold FSMB as of Q1 2024.

Cetera Advisor Networks held 16,692 shares of First Trust Short Duration Managed Municipal ETF worth $331K as of Q1 2024.
Cetera Advisor Networks sold 7,301 First Trust Short Duration Managed Municipal ETF shares in Q1 2024, an estimated $145K.
First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2216 holding.
Cetera Advisor Networks first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2021 and has held it in 11 quarters since.
Cetera Advisor Networks's First Trust Short Duration Managed Municipal ETF position peaked at $3.34M in Q1 2023.
119 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.