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First Horizon Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

First Horizon Advisors’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
Q4 		– Sell
-10,928
Closed -$219K – 2303
2024
Q3 		$219K Buy
+10,928
New +$218K 0.01% 512

Other funds holding FSMB

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Horizon Advisors's FSMB Position: Q4 2024 in Review

First Horizon Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2024, closing a stake of 10,928 shares — an estimated $219K sold.

First Horizon Advisors first reported a position in FSMB in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 130 funds tracked by Wall St. Rank hold FSMB as of Q4 2024.

  • First Horizon Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • First Horizon Advisors sold 10,928 First Trust Short Duration Managed Municipal ETF shares in Q4 2024, an estimated $219K.
  • First Horizon Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2024 and held it in 1 quarter.
  • First Horizon Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $219K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2024.

Based on First Horizon Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.