Landmark Wealth Management (New York)’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Landmark Wealth Management (New York)’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
2022 Q2	–	Sell	-30,398	Closed	-$611K	–	49
2022 Q1	$611K	Buy	30,398 +83	+0.3%	+$1.7K	0.33%	43
2021 Q4	$1M	Buy	+30,315	New	+$632K	0.58%	29

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Landmark Wealth Management (New York)'s FSMB Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2022, closing a stake of 30,398 shares — an estimated $611K sold.

Landmark Wealth Management (New York) first reported a position in FSMB in Q4 2021 and held it in 2 quarters. The position peaked at $1M in Q4 2021. 87 funds tracked by Wall St. Rank hold FSMB as of Q2 2022.

Landmark Wealth Management (New York) reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2022 after selling out during the quarter.
Landmark Wealth Management (New York) sold 30,398 First Trust Short Duration Managed Municipal ETF shares in Q2 2022, an estimated $611K.
Landmark Wealth Management (New York) first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2021 and held it in 2 quarters.
Landmark Wealth Management (New York)'s First Trust Short Duration Managed Municipal ETF position peaked at $1M in Q4 2021.
87 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.