Confluence Wealth Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Confluence Wealth Services’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	-5,760	Closed	-$119K	–	569
2021 Q4	$119K	Buy	+5,760	New	+$120K	0.04%	302

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 $26.4B AUM 21.05% 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 $374B AUM 17.66% 1-Year Est. Return

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

Confluence Wealth Services's FSMB Position: Q1 2022 in Review

Confluence Wealth Services sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2022, closing a stake of 5,760 shares — an estimated $119K sold.

Confluence Wealth Services first reported a position in FSMB in Q4 2021 and held it in 1 quarter. The position peaked at $119K in Q4 2021. 70 funds tracked by Wall St. Rank hold FSMB as of Q1 2022.

Confluence Wealth Services reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 5,760 First Trust Short Duration Managed Municipal ETF shares in Q1 2022, an estimated $119K.
Confluence Wealth Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's First Trust Short Duration Managed Municipal ETF position peaked at $119K in Q4 2021.
70 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.