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Northwest Financial Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-1,010
Closed -$20.2K – 255
2024
Q3 		$20.2K Buy
+1,010
New +$20.1K 0.02% 318
2024
Q1 		– Sell
-1,010
Closed -$20.1K – 234
2023
Q4 		$20.1K Buy
+1,010
New +$19.8K 0.02% 300

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwest Financial Advisors's FSMB Position: Q4 2024 in Review

Northwest Financial Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2024, closing a stake of 1,010 shares — an estimated $20.2K sold.

Northwest Financial Advisors first reported a position in FSMB in Q4 2023 and held it in 2 quarters. The position peaked at $20.2K in Q3 2024. 131 funds tracked by Wall St. Rank hold FSMB as of Q4 2024.

  • Northwest Financial Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,010 First Trust Short Duration Managed Municipal ETF shares in Q4 2024, an estimated $20.2K.
  • Northwest Financial Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $20.2K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.