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

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

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

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return