Total Clarity Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-7,500	Closed	-$149K	–	484
2022 Q2	$149K	Buy	+7,500	New	+$149K	0.08%	253
2022 Q1	–	Sell	-7,500	Closed	-$156K	–	454
2021 Q4	$156K	Hold	7,500	–	–	0.07%	251
2021 Q3	$157K	Buy	+7,500	New	+$157K	0.07%	245
2021 Q2	–	Sell	-11,000	Closed	-$229K	–	374
2021 Q1	$229K	Hold	11,000	–	–	0.13%	162
2020 Q4	$229K	Hold	11,000	–	–	0.16%	137
2020 Q3	$227K	Sell	11,000 -500	-4%	-$10.3K	0.2%	112
2020 Q2	$236K	Buy	+11,500	New	+$233K	0.22%	109
2020 Q1	–	Sell	-9,500	Closed	-$194K	–	262
2019 Q4	$194K	Buy	+9,500	New	+$195K	0.15%	124

Other funds holding FSMB

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

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BCI

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Total Clarity Wealth Management's FSMB Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2022, closing a stake of 7,500 shares — an estimated $149K sold.

Total Clarity Wealth Management first reported a position in FSMB in Q4 2019 and held it in 8 quarters. The position peaked at $236K in Q2 2020. 99 funds tracked by Wall St. Rank hold FSMB as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 7,500 First Trust Short Duration Managed Municipal ETF shares in Q3 2022, an estimated $149K.
Total Clarity Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2019 and held it in 8 quarters.
Total Clarity Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $236K in Q2 2020.
99 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.