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Engrave Wealth Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Engrave Wealth Partners’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
Q2 		– Sell
-11,347
Closed -$225K – 70
2023
Q1 		$225K Hold
11,347
– – 0.08% 64
2022
Q4 		$227K Hold
11,347
– – 0.08% 64
2022
Q3 		$221K Hold
11,347
– – 0.1% 55
2022
Q2 		$225K Buy
+11,347
New +$226K 0.1% 52

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Engrave Wealth Partners's FSMB Position: Q2 2023 in Review

Engrave Wealth Partners sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2023, closing a stake of 11,347 shares — an estimated $225K sold.

Engrave Wealth Partners first reported a position in FSMB in Q2 2022 and held it in 4 quarters. The position peaked at $227K in Q4 2022. 110 funds tracked by Wall St. Rank hold FSMB as of Q2 2023.

  • Engrave Wealth Partners reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2023 after selling out during the quarter.
  • Engrave Wealth Partners sold 11,347 First Trust Short Duration Managed Municipal ETF shares in Q2 2023, an estimated $225K.
  • Engrave Wealth Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and held it in 4 quarters.
  • Engrave Wealth Partners's First Trust Short Duration Managed Municipal ETF position peaked at $227K in Q4 2022.
  • 110 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2023.

Based on Engrave Wealth Partners's 13F filing for Q2 2023, filed 6 Jul 2023.