Fidelity Investments’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Fidelity Investments’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
2024 Q1	–	Sell	-1	Closed	-$20	–	5499
2023 Q4	$20	Hold	1	–	–	﹤0.01%	5213
2023 Q3	$19	Buy	+1	New	+$20	﹤0.01%	5093
2023 Q2	–	Sell	-1	Closed	-$20	–	5452
2023 Q1	$20	Sell	1 -45	-98%	-$893	﹤0.01%	5112
2022 Q4	$908	Buy	+46	New	+$903	﹤0.01%	4670
2022 Q2	–	Sell	-960	Closed	-$19K	–	5124
2022 Q1	$19K	Buy	+960	New	+$19.6K	﹤0.01%	4033

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments's FSMB Position: Q1 2024 in Review

Fidelity Investments sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2024, closing a stake of 1 share — an estimated $20 sold.

Fidelity Investments first reported a position in FSMB in Q1 2022 and held it in 5 quarters. The position peaked at $19K in Q1 2022. 119 funds tracked by Wall St. Rank hold FSMB as of Q1 2024.

Fidelity Investments reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2024 after selling out during the quarter.
Fidelity Investments sold 1 First Trust Short Duration Managed Municipal ETF share in Q1 2024, an estimated $20.
Fidelity Investments first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2022 and held it in 5 quarters.
Fidelity Investments's First Trust Short Duration Managed Municipal ETF position peaked at $19K in Q1 2022.
119 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.