Thrivent Financial for Lutherans
FSMB icon

Thrivent Financial for Lutherans’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Thrivent Financial for Lutherans’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
-10,829
Closed -$215K – 2544
2024
Q1 		$215K Buy
+10,829
New +$215K ﹤0.01% 2450
2023
Q4 		– Sell
-17,908
Closed -$347K – 2504
2023
Q3 		$347K Buy
17,908
+1,886
+12% +$37.1K ﹤0.01% 2265
2023
Q2 		$317K Buy
+16,022
New +$317K ﹤0.01% 2316

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

Thrivent Financial for Lutherans's FSMB Position: Q2 2024 in Review

Thrivent Financial for Lutherans sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2024, closing a stake of 10,829 shares — an estimated $215K sold.

Thrivent Financial for Lutherans first reported a position in FSMB in Q2 2023 and held it in 3 quarters. The position peaked at $347K in Q3 2023. 118 funds tracked by Wall St. Rank hold FSMB as of Q2 2024.

  • Thrivent Financial for Lutherans reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 10,829 First Trust Short Duration Managed Municipal ETF shares in Q2 2024, an estimated $215K.
  • Thrivent Financial for Lutherans first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2023 and held it in 3 quarters.
  • Thrivent Financial for Lutherans's First Trust Short Duration Managed Municipal ETF position peaked at $347K in Q3 2023.
  • 118 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2024, filed 13 Aug 2024.