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Coppell Advisory Solutions’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-12,026
Closed -$238K – 891
2024
Q4 		$238K Buy
12,026
+9,500
+376% +$189K 0.03% 253
2024
Q3 		$50.6K Sell
2,526
-2,117
-46% -$42.2K 0.01% 547
2024
Q2 		$91.8K Buy
+4,643
New +$91.8K 0.02% 377
2023
Q4 		$83.7K Buy
4,196
+3,889
+1,267% +$76.2K 0.02% 392
2023
Q3 		$6.06K Sell
307
-5,081
-94% -$99.9K ﹤0.01% 687
2023
Q2 		$106K Buy
+5,388
New +$107K 0.03% 260
2023
Q1 		– Sell
-307
Closed -$6.06K – 531
2022
Q4 		$6.06K Buy
+307
New +$6.03K ﹤0.01% 691

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LPL Financial
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HighTower Advisors
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RWB
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PP
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UBS Group
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TA
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return