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Csenge Advisory Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Csenge Advisory Group’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
2023
Q4 		– Sell
-25,000
Closed -$485K – 681
2023
Q3 		$485K Hold
25,000
– – 0.03% 375
2023
Q2 		$494K Buy
+25,000
New +$495K 0.03% 381

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Csenge Advisory Group's FSMB Position: Q4 2023 in Review

Csenge Advisory Group sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2023, closing a stake of 25,000 shares — an estimated $485K sold.

Csenge Advisory Group first reported a position in FSMB in Q2 2023 and held it in 2 quarters. The position peaked at $494K in Q2 2023. 122 funds tracked by Wall St. Rank hold FSMB as of Q4 2023.

  • Csenge Advisory Group reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2023 after selling out during the quarter.
  • Csenge Advisory Group sold 25,000 First Trust Short Duration Managed Municipal ETF shares in Q4 2023, an estimated $485K.
  • Csenge Advisory Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2023 and held it in 2 quarters.
  • Csenge Advisory Group's First Trust Short Duration Managed Municipal ETF position peaked at $494K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2023.

Based on Csenge Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.