Concourse Financial Group Securities’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-200	Closed	-$4.09K	–	2264
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	2087
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	2113
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	2085
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	2008
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	1970
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	1850
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	1748
2020 Q1	$4K	Buy	+200	New	+$4.09K	﹤0.01%	1717

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 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 $94.2B AUM 21.24% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concourse Financial Group Securities's FSMB Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2022, closing a stake of 200 shares — an estimated $4.09K sold.

Concourse Financial Group Securities first reported a position in FSMB in Q1 2020 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 70 funds tracked by Wall St. Rank hold FSMB as of Q1 2022.

Concourse Financial Group Securities reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 200 First Trust Short Duration Managed Municipal ETF shares in Q1 2022, an estimated $4.09K.
Concourse Financial Group Securities first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2020 and held it in 8 quarters.
Concourse Financial Group Securities's First Trust Short Duration Managed Municipal ETF position peaked at $4K in Q4 2021.
70 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.