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Clark Capital Management Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Clark Capital Management Group’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
2022
Q3 		– Sell
-19,367
Closed -$384K – 350
2022
Q2 		$384K Buy
+19,367
New +$385K 0.01% 280

Other funds holding FSMB

Morgan Stanley
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LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Clark Capital Management Group's FSMB Position: Q3 2022 in Review

Clark Capital Management Group sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2022, closing a stake of 19,367 shares — an estimated $384K sold.

Clark Capital Management Group first reported a position in FSMB in Q2 2022 and held it in 1 quarter. The position peaked at $384K in Q2 2022. 99 funds tracked by Wall St. Rank hold FSMB as of Q3 2022.

  • Clark Capital Management Group reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2022 after selling out during the quarter.
  • Clark Capital Management Group sold 19,367 First Trust Short Duration Managed Municipal ETF shares in Q3 2022, an estimated $384K.
  • Clark Capital Management Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and held it in 1 quarter.
  • Clark Capital Management Group's First Trust Short Duration Managed Municipal ETF position peaked at $384K in Q2 2022.
  • 99 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2022.

Based on Clark Capital Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.