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Synovus Financial’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Synovus Financial’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
Q4 		– Sell
-12,853
Closed -$257K – 889
2024
Q3 		$257K Buy
12,853
+66
+0.5% +$1.32K ﹤0.01% 821
2024
Q2 		$253K Hold
12,787
– – ﹤0.01% 772
2024
Q1 		$254K Buy
+12,787
New +$254K ﹤0.01% 774

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Synovus Financial's FSMB Position: Q4 2024 in Review

Synovus Financial sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2024, closing a stake of 12,853 shares — an estimated $257K sold.

Synovus Financial first reported a position in FSMB in Q1 2024 and held it in 3 quarters. The position peaked at $257K in Q3 2024. 130 funds tracked by Wall St. Rank hold FSMB as of Q4 2024.

  • Synovus Financial reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2024 after selling out during the quarter.
  • Synovus Financial sold 12,853 First Trust Short Duration Managed Municipal ETF shares in Q4 2024, an estimated $257K.
  • Synovus Financial first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2024 and held it in 3 quarters.
  • Synovus Financial's First Trust Short Duration Managed Municipal ETF position peaked at $257K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2024.

Based on Synovus Financial's 13F filing for Q4 2024, filed 13 Feb 2025.