Ladenburg Thalmann Financial Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$1.53M	Buy	74,845 +61,001	+441%	+$1.25M	0.01%	1017
2019 Q3	$284K	Buy	13,844 +8,719	+170%	+$179K	﹤0.01%	2213
2019 Q2	$104K	Buy	5,125 +750	+17%	+$15.2K	﹤0.01%	2947
2019 Q1	$89K	Buy	4,375 +1,250	+40%	+$25.3K	﹤0.01%	2967
2018 Q4	$63K	Buy	+3,125	New	+$63K	﹤0.01%	3096

Other funds holding FSMB

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FSMB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 441% in Q4 2019, buying an estimated $1.25M and bringing the position to 74,845 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #1017.

Ladenburg Thalmann Financial Services first reported a position in FSMB in Q4 2018 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold FSMB as of Q4 2019.

Ladenburg Thalmann Financial Services held 74,845 shares of First Trust Short Duration Managed Municipal ETF worth $1.53M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 61,001 First Trust Short Duration Managed Municipal ETF shares in Q4 2019, an estimated $1.25M.
First Trust Short Duration Managed Municipal ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1017 holding.
Ladenburg Thalmann Financial Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2018 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.