Meridian Wealth Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Meridian Wealth Partners’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 Q4	–	Sell	-14,274	Closed	-$277K	–	104
2023 Q3	$277K	Hold	14,274	–	–	0.06%	77
2023 Q2	$282K	Hold	14,274	–	–	0.06%	74
2023 Q1	$284K	Hold	14,274	–	–	0.06%	70
2022 Q4	$282K	Hold	14,274	–	–	0.07%	68
2022 Q3	$278K	Buy	+14,274	New	+$284K	0.07%	61

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 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

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

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

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

RWB

RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EFP

EnRich Financial Partners Madison, Wisconsin $377M AUM 17.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meridian Wealth Partners's FSMB Position: Q4 2023 in Review

Meridian Wealth Partners sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2023, closing a stake of 14,274 shares — an estimated $277K sold.

Meridian Wealth Partners first reported a position in FSMB in Q3 2022 and held it in 5 quarters. The position peaked at $284K in Q1 2023. 121 funds tracked by Wall St. Rank hold FSMB as of Q4 2023.

Meridian Wealth Partners reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Partners sold 14,274 First Trust Short Duration Managed Municipal ETF shares in Q4 2023, an estimated $277K.
Meridian Wealth Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and held it in 5 quarters.
Meridian Wealth Partners's First Trust Short Duration Managed Municipal ETF position peaked at $284K in Q1 2023.
121 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2023.

Based on Meridian Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.