FPS
FSMB icon

Fieldpoint Private Securities’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Fieldpoint Private Securities’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
2021
Q1 		– Sell
-24
Closed -$1K – 1580
2020
Q4 		$1K Buy
+24
New +$497 ﹤0.01% 1399

Other funds holding FSMB

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PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Fieldpoint Private Securities's FSMB Position: Q1 2021 in Review

Fieldpoint Private Securities sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Fieldpoint Private Securities first reported a position in FSMB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 43 funds tracked by Wall St. Rank hold FSMB as of Q1 2021.

  • Fieldpoint Private Securities reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2021 after selling out during the quarter.
  • Fieldpoint Private Securities sold 24 First Trust Short Duration Managed Municipal ETF shares in Q1 2021, an estimated $1K.
  • Fieldpoint Private Securities first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2020 and held it in 1 quarter.
  • Fieldpoint Private Securities's First Trust Short Duration Managed Municipal ETF position peaked at $1K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2021.

Based on Fieldpoint Private Securities's 13F filing for Q1 2021, filed 23 Apr 2021.