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Fiduciary Alliance’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-1
Closed -$14 – 462
2023
Q2 		$14 Buy
+1
New +$20 ﹤0.01% 1006
2023
Q1 		– Sell
-1
Closed -$13 – 410
2022
Q4 		$13 Buy
+1
New +$20 ﹤0.01% 931

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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fiduciary Alliance's FSMB Position: Q3 2023 in Review

Fiduciary Alliance sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2023, closing a stake of 1 share — an estimated $14 sold.

Fiduciary Alliance first reported a position in FSMB in Q4 2022 and held it in 2 quarters. The position peaked at $14 in Q2 2023. 113 funds tracked by Wall St. Rank hold FSMB as of Q3 2023.

  • Fiduciary Alliance reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 1 First Trust Short Duration Managed Municipal ETF share in Q3 2023, an estimated $14.
  • Fiduciary Alliance first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's First Trust Short Duration Managed Municipal ETF position peaked at $14 in Q2 2023.
  • 113 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.