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Stratos Wealth Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Stratos Wealth 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
2022
Q1 		– Sell
-23,427
Closed -$488K – 538
2021
Q4 		$488K Hold
23,427
– – 0.04% 397
2021
Q3 		$489K Buy
+23,427
New +$491K 0.04% 362

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Advisors's FSMB Position: Q1 2022 in Review

Stratos Wealth Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2022, closing a stake of 23,427 shares — an estimated $488K sold.

Stratos Wealth Advisors first reported a position in FSMB in Q3 2021 and held it in 2 quarters. The position peaked at $489K in Q3 2021. 70 funds tracked by Wall St. Rank hold FSMB as of Q1 2022.

  • Stratos Wealth Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2022 after selling out during the quarter.
  • Stratos Wealth Advisors sold 23,427 First Trust Short Duration Managed Municipal ETF shares in Q1 2022, an estimated $488K.
  • Stratos Wealth Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2021 and held it in 2 quarters.
  • Stratos Wealth Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $489K in Q3 2021.
  • 70 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2022.

Based on Stratos Wealth Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.