Main Street Financial Solutions’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Main Street Financial Solutions’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	-23,800	Closed	-$478K	–	464
2022 Q1	$478K	Buy	23,800 +2,400	+11%	+$49.1K	0.07%	258
2021 Q4	$445K	Sell	21,400 -3,000	-12%	-$62.5K	0.06%	297
2021 Q3	$509K	Buy	24,400 +1,400	+6%	+$29.3K	0.08%	251
2021 Q2	$481K	Buy	23,000 +12,000	+109%	+$251K	0.08%	251
2021 Q1	$229K	Hold	11,000	–	–	0.04%	385
2020 Q4	$229K	Buy	+11,000	New	+$228K	0.05%	349

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

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

KMWM

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

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

Main Street Financial Solutions's FSMB Position: Q2 2022 in Review

Main Street Financial Solutions sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2022, closing a stake of 23,800 shares — an estimated $478K sold.

Main Street Financial Solutions first reported a position in FSMB in Q4 2020 and held it in 6 quarters. The position peaked at $509K in Q3 2021. 87 funds tracked by Wall St. Rank hold FSMB as of Q2 2022.

Main Street Financial Solutions reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2022 after selling out during the quarter.
Main Street Financial Solutions sold 23,800 First Trust Short Duration Managed Municipal ETF shares in Q2 2022, an estimated $478K.
Main Street Financial Solutions first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2020 and held it in 6 quarters.
Main Street Financial Solutions's First Trust Short Duration Managed Municipal ETF position peaked at $509K in Q3 2021.
87 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2022.

Based on Main Street Financial Solutions's 13F filing for Q2 2022, filed 27 Jul 2022.