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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ogorek Anthony Joseph's FSMB Position: Q1 2024 in Review

Ogorek Anthony Joseph sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2024, closing a stake of 324,387 shares — an estimated $6.47M sold.

Ogorek Anthony Joseph first reported a position in FSMB in Q4 2022 and held it in 5 quarters. The position peaked at $7.61M in Q1 2023. 119 funds tracked by Wall St. Rank hold FSMB as of Q1 2024.

Ogorek Anthony Joseph reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2024 after selling out during the quarter.
Ogorek Anthony Joseph sold 324,387 First Trust Short Duration Managed Municipal ETF shares in Q1 2024, an estimated $6.47M.
Ogorek Anthony Joseph first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and held it in 5 quarters.
Ogorek Anthony Joseph's First Trust Short Duration Managed Municipal ETF position peaked at $7.61M in Q1 2023.
119 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2024.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2024, filed 3 May 2024.