Moloney Securities Asset Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Moloney Securities Asset 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
2021 Q4	–	Sell	-10,027	Closed	-$209K	–	452
2021 Q3	$209K	Sell	10,027 -7,851	-44%	-$164K	0.04%	387
2021 Q2	$374K	Hold	17,878	–	–	0.07%	274
2021 Q1	$372K	Hold	17,878	–	–	0.07%	266
2020 Q4	$372K	Sell	17,878 -718	-4%	-$14.9K	0.08%	247
2020 Q3	$384K	Sell	18,596 -26	-0.1%	-$537	0.1%	209
2020 Q2	$382K	Buy	+18,622	New	+$377K	0.11%	184

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

PWP

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

KAS

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

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

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

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

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

Moloney Securities Asset Management's FSMB Position: Q4 2021 in Review

Moloney Securities Asset Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2021, closing a stake of 10,027 shares — an estimated $209K sold.

Moloney Securities Asset Management first reported a position in FSMB in Q2 2020 and held it in 6 quarters. The position peaked at $384K in Q3 2020. 74 funds tracked by Wall St. Rank hold FSMB as of Q4 2021.

Moloney Securities Asset Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2021 after selling out during the quarter.
Moloney Securities Asset Management sold 10,027 First Trust Short Duration Managed Municipal ETF shares in Q4 2021, an estimated $209K.
Moloney Securities Asset Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2020 and held it in 6 quarters.
Moloney Securities Asset Management's First Trust Short Duration Managed Municipal ETF position peaked at $384K in Q3 2020.
74 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2021.

Based on Moloney Securities Asset Management's 13F filing for Q4 2021, filed 28 Jan 2022.