Objective Capital Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Objective Capital 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
2024 Q1	–	Sell	-11,056	Closed	-$221K	–	139
2023 Q4	$221K	Buy	11,056 +13	+0.1%	+$255	0.17%	111
2023 Q3	$214K	Buy	11,043 +13	+0.1%	+$256	0.19%	94
2023 Q2	$218K	Buy	11,030 +12	+0.1%	+$237	0.19%	89
2023 Q1	$219K	Sell	11,018 -992	-8%	-$19.7K	0.2%	88
2022 Q4	$237K	Sell	12,010 -4,090	-25%	-$80.3K	0.24%	81
2022 Q3	$314K	Sell	16,100 -5,800	-26%	-$115K	0.33%	64
2022 Q2	$435K	Sell	21,900 -13,800	-39%	-$274K	0.44%	54
2022 Q1	$717K	Sell	35,700 -1,750	-5%	-$35.8K	0.55%	41
2021 Q4	$779K	Buy	+37,450	New	+$781K	0.55%	40

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors

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

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

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

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

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

Royal Bank of Canada

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

Envestnet Asset Management

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