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

Teamwork Financial 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
2023 Q2	–	Sell	-11,559	Closed	-$230K	–	196
2023 Q1	$230K	Sell	11,559 -426	-4%	-$8.45K	0.04%	167
2022 Q4	$237K	Buy	+11,985	New	+$235K	0.05%	174

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

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

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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