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ShoreHaven Wealth Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

ShoreHaven Wealth Partners’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
2022
Q4 		– Sell
-27,722
Closed -$540K – 79
2022
Q3 		$540K Sell
27,722
-346
-1% -$6.88K 0.41% 48
2022
Q2 		$557K Buy
+28,068
New +$558K 0.4% 48

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LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ShoreHaven Wealth Partners's FSMB Position: Q4 2022 in Review

ShoreHaven Wealth Partners sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2022, closing a stake of 27,722 shares — an estimated $540K sold.

ShoreHaven Wealth Partners first reported a position in FSMB in Q2 2022 and held it in 2 quarters. The position peaked at $557K in Q2 2022. 109 funds tracked by Wall St. Rank hold FSMB as of Q4 2022.

  • ShoreHaven Wealth Partners reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2022 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 27,722 First Trust Short Duration Managed Municipal ETF shares in Q4 2022, an estimated $540K.
  • ShoreHaven Wealth Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's First Trust Short Duration Managed Municipal ETF position peaked at $557K in Q2 2022.
  • 109 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q4 2022, filed 24 Jan 2023.