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Silver Oak Securities’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Silver Oak Securities’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
2025
Q1 		– Sell
-19,455
Closed -$386K – 673
2024
Q4 		$386K Hold
19,455
– – 0.04% 442
2024
Q3 		$390K Buy
+19,455
New +$388K 0.04% 374
2024
Q1 		– Sell
-19,455
Closed -$388K – 502
2023
Q4 		$388K Buy
+19,455
New +$381K 0.05% 328
2023
Q3 		– Sell
-12,430
Closed -$245K – 461
2023
Q2 		$245K Hold
12,430
– – 0.04% 385
2023
Q1 		$247K Buy
+12,430
New +$247K 0.04% 328

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HighTower Advisors
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RWB
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PP
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UBS Group
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TA
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Rockefeller Capital Management
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Royal Bank of Canada
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