MWM
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Mattern Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Mattern 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
2023
Q1 		– Sell
-10,551
Closed -$208K – 172
2022
Q4 		$208K Hold
10,551
– – 0.08% 156
2022
Q3 		$206K Hold
10,551
– – 0.08% 152
2022
Q2 		$209K Sell
10,551
-3,005
-22% -$59.8K 0.08% 146
2022
Q1 		$272K Sell
13,556
-494
-4% -$10.1K 0.09% 136
2021
Q4 		$292K Sell
14,050
-16,423
-54% -$342K 0.09% 147
2021
Q3 		$636K Buy
30,473
+16,678
+121% +$349K 0.21% 98
2021
Q2 		$289K Buy
+13,795
New +$288K 0.09% 142

Other funds holding FSMB

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