HGERS
FSMB icon

Householder Group Estate & Retirement Specialist’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Householder Group Estate & Retirement Specialist’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
-3,502
Closed -$70K – 775
2024
Q3 		$70K Hold
3,502
– – 0.02% 427
2024
Q2 		$69K Sell
3,502
-1,000
-22% -$19.8K 0.02% 423
2024
Q1 		$89.3K Buy
4,502
+599
+15% +$11.9K 0.03% 366
2023
Q4 		$77K Hold
3,903
– – 0.03% 382
2023
Q3 		$75.7K Buy
+3,903
New +$76.7K 0.03% 371
2023
Q1 		$66K Buy
+3,303
New +$65.5K 0.03% 385

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $247M AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 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 $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FSMB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2024, closing a stake of 3,502 shares — an estimated $70K sold.

Householder Group Estate & Retirement Specialist first reported a position in FSMB in Q1 2023 and held it in 6 quarters. The position peaked at $89.3K in Q1 2024. 130 funds tracked by Wall St. Rank hold FSMB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 3,502 First Trust Short Duration Managed Municipal ETF shares in Q4 2024, an estimated $70K.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's First Trust Short Duration Managed Municipal ETF position peaked at $89.3K in Q1 2024.
  • 130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.