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

Cetera Advisors’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 		$2.36M Buy
118,862
+107,224
+921% +$2.13M 0.02% 742
2023
Q4 		$232K Sell
11,638
-1,000
-8% -$19.6K ﹤0.01% 1565
2023
Q3 		$245K Buy
+12,638
New +$248K ﹤0.01% 1432

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PP
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Advisors's FSMB Position: Q1 2024 in Review

Cetera Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 921% in Q1 2024, buying an estimated $2.13M and bringing the position to 118,862 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #742.

Cetera Advisors first reported a position in FSMB in Q3 2023 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold FSMB as of Q1 2024.

  • Cetera Advisors held 118,862 shares of First Trust Short Duration Managed Municipal ETF worth $2.36M as of Q1 2024.
  • Cetera Advisors bought 107,224 First Trust Short Duration Managed Municipal ETF shares in Q1 2024, an estimated $2.13M.
  • First Trust Short Duration Managed Municipal ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #742 holding.
  • Cetera Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2023 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2024.

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