Sutton Place Investors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Sutton Place Investors’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
2024 Q2	–	Sell	-31,100	Closed	-$617K	–	133
2024 Q1	$617K	Hold	31,100	–	–	0.31%	91
2023 Q4	$620K	Hold	31,100	–	–	0.45%	75
2023 Q3	$603K	Hold	31,100	–	–	0.78%	35
2023 Q2	$614K	Hold	31,100	–	–	0.85%	37
2023 Q1	$618K	Hold	31,100	–	–	0.84%	33
2022 Q4	$614K	Buy	+31,100	New	+$610K	0.88%	32
2022 Q3	–	Sell	-13,240	Closed	-$263K	–	63
2022 Q2	$263K	Sell	13,240 -100,000	-88%	-$1.99M	0.38%	51
2022 Q1	$2.25M	Sell	113,240 -3,540	-3%	-$72.4K	2.69%	9
2021 Q4	$2.43M	Buy	+116,780	New	+$2.43M	2.79%	9

Other funds holding FSMB

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

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

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

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sutton Place Investors's FSMB Position: Q2 2024 in Review

Sutton Place Investors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2024, closing a stake of 31,100 shares — an estimated $617K sold.

Sutton Place Investors first reported a position in FSMB in Q4 2021 and held it in 9 quarters. The position peaked at $2.43M in Q4 2021. 118 funds tracked by Wall St. Rank hold FSMB as of Q2 2024.

Sutton Place Investors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2024 after selling out during the quarter.
Sutton Place Investors sold 31,100 First Trust Short Duration Managed Municipal ETF shares in Q2 2024, an estimated $617K.
Sutton Place Investors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2021 and held it in 9 quarters.
Sutton Place Investors's First Trust Short Duration Managed Municipal ETF position peaked at $2.43M in Q4 2021.
118 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2024.

Based on Sutton Place Investors's 13F filing for Q2 2024, filed 18 Jul 2024.