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 New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Continuum Wealth Advisors's FSMB Position: Q3 2024 in Review

Continuum Wealth Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2024, closing a stake of 25,665 shares — an estimated $507K sold.

Continuum Wealth Advisors first reported a position in FSMB in Q4 2022 and held it in 7 quarters. The position peaked at $507K in Q2 2024. 120 funds tracked by Wall St. Rank hold FSMB as of Q3 2024.

Continuum Wealth Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2024 after selling out during the quarter.
Continuum Wealth Advisors sold 25,665 First Trust Short Duration Managed Municipal ETF shares in Q3 2024, an estimated $507K.
Continuum Wealth Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and held it in 7 quarters.
Continuum Wealth Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $507K in Q2 2024.
120 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2024.

Based on Continuum Wealth Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.