MHS
FSMB icon

M Holdings Securities’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

M Holdings Securities’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
Q4 		– Sell
-33,598
Closed -$655K – 456
2022
Q3 		$655K Buy
+33,598
New +$668K 0.07% 196

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

M Holdings Securities's FSMB Position: Q4 2022 in Review

M Holdings Securities sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2022, closing a stake of 33,598 shares — an estimated $655K sold.

M Holdings Securities first reported a position in FSMB in Q3 2022 and held it in 1 quarter. The position peaked at $655K in Q3 2022. 109 funds tracked by Wall St. Rank hold FSMB as of Q4 2022.

  • M Holdings Securities reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
  • M Holdings Securities sold 33,598 First Trust Short Duration Managed Municipal ETF shares in Q4 2022, an estimated $655K.
  • M Holdings Securities first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and held it in 1 quarter.
  • M Holdings Securities's First Trust Short Duration Managed Municipal ETF position peaked at $655K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2022.

Based on M Holdings Securities's 13F filing for Q4 2022, filed 13 Feb 2023.