LexAurum Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

LexAurum Advisors’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 Q4	–	Sell	-35,049	Closed	-$731K	–	266
2021 Q3	$731K	Buy	35,049 +11,057	+46%	+$232K	0.22%	121
2021 Q2	$502K	Sell	23,992 -13,354	-36%	-$279K	0.15%	163
2021 Q1	$777K	Sell	37,346 -6,817	-15%	-$142K	0.27%	88
2020 Q4	$919K	Sell	44,163 -27,627	-38%	-$572K	0.33%	73
2020 Q3	$1.48M	Sell	71,790 -49,589	-41%	-$1.02M	0.61%	31
2020 Q2	$2.49M	Buy	+121,379	New	+$2.46M	1.36%	16

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LexAurum Advisors's FSMB Position: Q4 2021 in Review

LexAurum Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2021, closing a stake of 35,049 shares — an estimated $731K sold.

LexAurum Advisors first reported a position in FSMB in Q2 2020 and held it in 6 quarters. The position peaked at $2.49M in Q2 2020. 74 funds tracked by Wall St. Rank hold FSMB as of Q4 2021.

LexAurum Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2021 after selling out during the quarter.
LexAurum Advisors sold 35,049 First Trust Short Duration Managed Municipal ETF shares in Q4 2021, an estimated $731K.
LexAurum Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2020 and held it in 6 quarters.
LexAurum Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $2.49M in Q2 2020.
74 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2021.

Based on LexAurum Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.