IGWM
FSMB icon

ICA Group Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

ICA Group Wealth Management’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
Q2 		$3.26K Sell
165
-1,736
-91% -$34.3K ﹤0.01% 629
2024
Q1 		$37.7K Buy
1,901
+1
+0.1% +$20 0.01% 621
2023
Q4 		$37.9K Buy
+1,900
New +$37.2K 0.01% 577
2023
Q3 		– Sell
-1,800
Closed -$35.5K – 574
2023
Q2 		$35.5K Hold
1,800
– – 0.01% 568
2023
Q1 		$35.8K Buy
+1,800
New +$35.7K 0.01% 546

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 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

ICA Group Wealth Management's FSMB Position: Q2 2024 in Review

ICA Group Wealth Management reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 91% in Q2 2024, selling an estimated $34.3K and leaving 165 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

ICA Group Wealth Management first reported a position in FSMB in Q1 2023 and has held it in 5 quarters since. The position peaked at $37.9K in Q4 2023. 118 funds tracked by Wall St. Rank hold FSMB as of Q2 2024.

  • ICA Group Wealth Management held 165 shares of First Trust Short Duration Managed Municipal ETF worth $3.26K as of Q2 2024.
  • ICA Group Wealth Management sold 1,736 First Trust Short Duration Managed Municipal ETF shares in Q2 2024, an estimated $34.3K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #629 holding.
  • ICA Group Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2023 and has held it in 5 quarters since.
  • ICA Group Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $37.9K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.