First Heartland Consultants’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

First Heartland Consultants’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	-210,685	Closed	-$4.16M	–	386
2023 Q2	$4.16M	Buy	210,685 +197,435	+1,490%	+$3.91M	0.54%	49
2023 Q1	$263K	Buy	+13,250	New	+$263K	0.04%	300

Other funds holding FSMB

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

First Heartland Consultants's FSMB Position: Q3 2023 in Review

First Heartland Consultants sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2023, closing a stake of 210,685 shares — an estimated $4.16M sold.

First Heartland Consultants first reported a position in FSMB in Q1 2023 and held it in 2 quarters. The position peaked at $4.16M in Q2 2023. 113 funds tracked by Wall St. Rank hold FSMB as of Q3 2023.

First Heartland Consultants reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2023 after selling out during the quarter.
First Heartland Consultants sold 210,685 First Trust Short Duration Managed Municipal ETF shares in Q3 2023, an estimated $4.16M.
First Heartland Consultants first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2023 and held it in 2 quarters.
First Heartland Consultants's First Trust Short Duration Managed Municipal ETF position peaked at $4.16M in Q2 2023.
113 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2023.

Based on First Heartland Consultants's 13F filing for Q3 2023, filed 9 Nov 2023.