Strategic Blueprint’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Strategic Blueprint’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 Q3	–	Sell	-11,959	Closed	-$236K	–	549
2023 Q2	$236K	Sell	11,959 -551	-4%	-$10.9K	0.02%	481
2023 Q1	$249K	Hold	12,510	–	–	0.03%	457
2022 Q4	$247K	Sell	12,510 -6,857	-35%	-$135K	0.03%	444
2022 Q3	$378K	Sell	19,367 -2,498	-11%	-$49.7K	0.05%	326
2022 Q2	$434K	Sell	21,865 -719	-3%	-$14.3K	0.05%	300
2022 Q1	$454K	Sell	22,584 -1,710	-7%	-$35K	0.05%	300
2021 Q4	$506K	Buy	24,294 +5,725	+31%	+$119K	0.06%	267
2021 Q3	$388K	Buy	18,569 +7,144	+63%	+$150K	0.06%	281
2021 Q2	$239K	Buy	11,425 +1,476	+15%	+$30.8K	0.04%	345
2021 Q1	$207K	Buy	+9,949	New	+$207K	0.04%	287

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return