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Inscription Capital’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Inscription Capital’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
2021
Q3 		– Sell
-220,258
Closed -$4.61M – 273
2021
Q2 		$4.61M Buy
+220,258
New +$4.6M 0.52% 39

Other funds holding FSMB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Inscription Capital's FSMB Position: Q3 2021 in Review

Inscription Capital sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2021, closing a stake of 220,258 shares — an estimated $4.61M sold.

Inscription Capital first reported a position in FSMB in Q2 2021 and held it in 1 quarter. The position peaked at $4.61M in Q2 2021. 58 funds tracked by Wall St. Rank hold FSMB as of Q3 2021.

  • Inscription Capital reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2021 after selling out during the quarter.
  • Inscription Capital sold 220,258 First Trust Short Duration Managed Municipal ETF shares in Q3 2021, an estimated $4.61M.
  • Inscription Capital first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2021 and held it in 1 quarter.
  • Inscription Capital's First Trust Short Duration Managed Municipal ETF position peaked at $4.61M in Q2 2021.
  • 58 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.