Mariner Independent Advisor Network’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Mariner Independent Advisor Network’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 Q3	$1.88M	Buy	96,665 +29,466	+44%	+$586K	0.08%	251
2022 Q2	$1.34M	Buy	67,199 +40,319	+150%	+$802K	0.06%	316
2022 Q1	$540K	Buy	+26,880	New	+$550K	0.02%	436
2021 Q4	–	Sell	-42,303	Closed	-$884K	–	473
2021 Q3	$884K	Buy	42,303 +1,362	+3%	+$28.5K	0.04%	346
2021 Q2	$856K	Buy	40,941 +541	+1%	+$11.3K	0.04%	360
2021 Q1	$841K	Buy	40,400 +3,434	+9%	+$71.6K	0.04%	321
2020 Q4	$769K	Buy	+36,966	New	+$765K	0.04%	317

Other funds holding FSMB

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

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 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

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

KAS

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

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

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

Mariner Independent Advisor Network's FSMB Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 44% in Q3 2022, buying an estimated $586K and bringing the position to 96,665 shares worth $1.88M. The position accounts for 0.08% of the portfolio, ranked #251.

Mariner Independent Advisor Network first reported a position in FSMB in Q4 2020 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold FSMB as of Q3 2022.

Mariner Independent Advisor Network held 96,665 shares of First Trust Short Duration Managed Municipal ETF worth $1.88M as of Q3 2022.
Mariner Independent Advisor Network bought 29,466 First Trust Short Duration Managed Municipal ETF shares in Q3 2022, an estimated $586K.
First Trust Short Duration Managed Municipal ETF made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #251 holding.
Mariner Independent Advisor Network first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2020 and has held it in 7 quarters since.
99 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.