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

Eudaimonia 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
Q1 		– Sell
-10,855
Closed -$214K – 366
2022
Q4 		$214K Buy
10,855
+54
+0.5% +$1.06K 0.05% 310
2022
Q3 		$211K Buy
10,801
+39
+0.4% +$776 0.05% 298
2022
Q2 		$214K Buy
10,762
+34
+0.3% +$676 0.04% 356
2022
Q1 		$215K Buy
+10,728
New +$219K 0.04% 372

Other funds holding FSMB

Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Eudaimonia Partners's FSMB Position: Q1 2023 in Review

Eudaimonia Partners sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2023, closing a stake of 10,855 shares — an estimated $214K sold.

Eudaimonia Partners first reported a position in FSMB in Q1 2022 and held it in 4 quarters. The position peaked at $215K in Q1 2022. 107 funds tracked by Wall St. Rank hold FSMB as of Q1 2023.

  • Eudaimonia Partners reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • Eudaimonia Partners sold 10,855 First Trust Short Duration Managed Municipal ETF shares in Q1 2023, an estimated $214K.
  • Eudaimonia Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2022 and held it in 4 quarters.
  • Eudaimonia Partners's First Trust Short Duration Managed Municipal ETF position peaked at $215K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2023.

Based on Eudaimonia Partners's 13F filing for Q1 2023, filed 25 Apr 2023.