OAJ
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Ogorek Anthony Joseph’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Ogorek Anthony Joseph’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
-324,387
Closed -$6.47M – 278
2023
Q4 		$6.47M Sell
324,387
-35,325
-10% -$692K 2.35% 13
2023
Q3 		$6.97M Sell
359,712
-22,439
-6% -$441K 2.75% 11
2023
Q2 		$7.54M Sell
382,151
-755
-0.2% -$14.9K 2.89% 10
2023
Q1 		$7.61M Sell
382,906
-301
-0.1% -$5.97K 3.11% 10
2022
Q4 		$7.56M Buy
+383,207
New +$7.52M 3.29% 9

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return