CWA
FSMB icon

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

Continuum Wealth 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
Q3 		– Sell
-25,665
Closed -$507K – 61
2024
Q2 		$507K Buy
25,665
+5,138
+25% +$102K 0.27% 30
2024
Q1 		$407K Sell
20,527
-1,317
-6% -$26.2K 0.23% 37
2023
Q4 		$436K Buy
21,844
+725
+3% +$14.2K 0.28% 26
2023
Q3 		$409K Buy
21,119
+394
+2% +$7.75K 0.29% 28
2023
Q2 		$409K Buy
20,725
+3,784
+22% +$74.9K 0.29% 28
2023
Q1 		$337K Sell
16,941
-1,340
-7% -$26.6K 0.27% 27
2022
Q4 		$361K Buy
+18,281
New +$359K 0.36% 28

Other funds holding FSMB

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return