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

GGM Wealth 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
2023 Q3	–	Sell	-12,625	Closed	-$249K	–	142
2023 Q2	$249K	Sell	12,625 -110	-0.9%	-$2.18K	0.1%	125
2023 Q1	$253K	Hold	12,735	–	–	0.14%	55
2022 Q4	$253K	Sell	12,735 -4,794	-27%	-$94.1K	0.13%	111
2022 Q3	$340K	Hold	17,529	–	–	0.18%	92
2022 Q2	$350K	Hold	17,529	–	–	0.2%	90
2022 Q1	$348K	Hold	17,529	–	–	0.17%	101
2021 Q4	$364K	Buy	17,529 +5,750	+49%	+$120K	0.29%	66
2021 Q3	$245K	Buy	+11,779	New	+$247K	0.19%	82

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GGM Wealth Advisors's FSMB Position: Q3 2023 in Review

GGM Wealth Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2023, closing a stake of 12,625 shares — an estimated $249K sold.

GGM Wealth Advisors first reported a position in FSMB in Q3 2021 and held it in 8 quarters. The position peaked at $364K in Q4 2021. 112 funds tracked by Wall St. Rank hold FSMB as of Q3 2023.

GGM Wealth Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2023 after selling out during the quarter.
GGM Wealth Advisors sold 12,625 First Trust Short Duration Managed Municipal ETF shares in Q3 2023, an estimated $249K.
GGM Wealth Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2021 and held it in 8 quarters.
GGM Wealth Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $364K in Q4 2021.
112 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2023.

Based on GGM Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.