Masso Torrence Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Masso Torrence Wealth Management’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	-12,703	Closed	-$248K	–	94
2022 Q3	$248K	Sell	12,703 -102	-0.8%	-$2.03K	0.22%	68
2022 Q2	$254K	Buy	+12,805	New	+$255K	0.22%	69
2022 Q1	–	Sell	-8,033	Closed	-$167K	–	178
2021 Q4	$167K	Buy	+8,033	New	+$167K	0.12%	96

Other funds holding FSMB

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

LPL Financial San Diego, California $445B AUM 25.58% 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Masso Torrence Wealth Management's FSMB Position: Q4 2022 in Review

Masso Torrence Wealth Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2022, closing a stake of 12,703 shares — an estimated $248K sold.

Masso Torrence Wealth Management first reported a position in FSMB in Q4 2021 and held it in 3 quarters. The position peaked at $254K in Q2 2022. 109 funds tracked by Wall St. Rank hold FSMB as of Q4 2022.

Masso Torrence Wealth Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 12,703 First Trust Short Duration Managed Municipal ETF shares in Q4 2022, an estimated $248K.
Masso Torrence Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2021 and held it in 3 quarters.
Masso Torrence Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $254K in Q2 2022.
109 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.