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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Teamwork Financial Advisors's FSMB Position: Q2 2023 in Review

Teamwork Financial Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2023, closing a stake of 11,559 shares — an estimated $230K sold.

Teamwork Financial Advisors first reported a position in FSMB in Q4 2022 and held it in 2 quarters. The position peaked at $237K in Q4 2022. 110 funds tracked by Wall St. Rank hold FSMB as of Q2 2023.

  • Teamwork Financial Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 11,559 First Trust Short Duration Managed Municipal ETF shares in Q2 2023, an estimated $230K.
  • Teamwork Financial Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and held it in 2 quarters.
  • Teamwork Financial Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $237K in Q4 2022.
  • 110 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2023.

Based on Teamwork Financial Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.