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DHJJ Financial Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

DHJJ Financial 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
2023
Q4 		– Sell
-30,581
Closed -$593K – 809
2023
Q3 		$593K Sell
30,581
-4,133
-12% -$81.2K 0.3% 64
2023
Q2 		$685K Buy
34,714
+1,035
+3% +$20.5K 0.36% 60
2023
Q1 		$670K Buy
33,679
+175
+0.5% +$3.47K 0.36% 58
2022
Q4 		$661K Sell
33,504
-10,116
-23% -$199K 0.38% 59
2022
Q3 		$850K Sell
43,620
-408
-0.9% -$8.12K 0.5% 44
2022
Q2 		$875K Sell
44,028
-3,683
-8% -$73.2K 0.49% 45
2022
Q1 		$958K Sell
47,711
-763
-2% -$15.6K 0.46% 46
2021
Q4 		$1.01M Sell
48,474
-717
-1% -$14.9K 0.47% 45
2021
Q3 		$1.01M Buy
49,191
+2,019
+4% +$42.3K 0.52% 41
2021
Q2 		$986K Sell
47,172
-887
-2% -$18.5K 0.52% 41
2021
Q1 		$1M Buy
48,059
+1,549
+3% +$32.3K 0.58% 38
2020
Q4 		$968K Buy
+46,510
New +$963K 0.61% 37

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

DHJJ Financial Advisors's FSMB Position: Q4 2023 in Review

DHJJ Financial Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2023, closing a stake of 30,581 shares — an estimated $593K sold.

DHJJ Financial Advisors first reported a position in FSMB in Q4 2020 and held it in 12 quarters. The position peaked at $1.01M in Q4 2021. 122 funds tracked by Wall St. Rank hold FSMB as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 30,581 First Trust Short Duration Managed Municipal ETF shares in Q4 2023, an estimated $593K.
  • DHJJ Financial Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2020 and held it in 12 quarters.
  • DHJJ Financial Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $1.01M in Q4 2021.
  • 122 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2023.

Based on DHJJ Financial Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.