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Panoramic Investment Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Panoramic Investment 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
2023
Q4 		– Sell
-19,722
Closed -$382K – 106
2023
Q3 		$382K Buy
+19,722
New +$388K 0.35% 64
2022
Q4 		$789K Buy
+39,964
New +$784K 0.81% 37

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 $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $94.2B AUM 21.24% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $377M AUM 17.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Panoramic Investment Advisors's FSMB Position: Q4 2023 in Review

Panoramic Investment Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2023, closing a stake of 19,722 shares — an estimated $382K sold.

Panoramic Investment Advisors first reported a position in FSMB in Q4 2022 and held it in 2 quarters. The position peaked at $789K in Q4 2022. 121 funds tracked by Wall St. Rank hold FSMB as of Q4 2023.

  • Panoramic Investment Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2023 after selling out during the quarter.
  • Panoramic Investment Advisors sold 19,722 First Trust Short Duration Managed Municipal ETF shares in Q4 2023, an estimated $382K.
  • Panoramic Investment Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and held it in 2 quarters.
  • Panoramic Investment Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $789K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2023.

Based on Panoramic Investment Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.