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Keudell/Morrison Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Keudell/Morrison 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
2023
Q1 		– Sell
-12,000
Closed -$237K – 187
2022
Q4 		$237K Sell
12,000
-70,239
-85% -$1.38M 0.08% 163
2022
Q3 		$1.6M Sell
82,239
-100,919
-55% -$2.01M 0.6% 30
2022
Q2 		$3.64M Buy
+183,158
New +$3.64M 1.32% 15

Other funds holding FSMB

Morgan Stanley
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
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
LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keudell/Morrison Wealth Management's FSMB Position: Q1 2023 in Review

Keudell/Morrison Wealth Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2023, closing a stake of 12,000 shares — an estimated $237K sold.

Keudell/Morrison Wealth Management first reported a position in FSMB in Q2 2022 and held it in 3 quarters. The position peaked at $3.64M in Q2 2022. 106 funds tracked by Wall St. Rank hold FSMB as of Q1 2023.

  • Keudell/Morrison Wealth Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 12,000 First Trust Short Duration Managed Municipal ETF shares in Q1 2023, an estimated $237K.
  • Keudell/Morrison Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and held it in 3 quarters.
  • Keudell/Morrison Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $3.64M in Q2 2022.
  • 106 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2023.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.