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U.S. Capital Wealth Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

U.S. Capital Wealth 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
Q3 		– Sell
-16,904
Closed -$334K – 652
2023
Q2 		$334K Buy
+16,904
New +$335K 0.02% 511

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

U.S. Capital Wealth Advisors's FSMB Position: Q3 2023 in Review

U.S. Capital Wealth Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2023, closing a stake of 16,904 shares — an estimated $334K sold.

U.S. Capital Wealth Advisors first reported a position in FSMB in Q2 2023 and held it in 1 quarter. The position peaked at $334K in Q2 2023. 112 funds tracked by Wall St. Rank hold FSMB as of Q3 2023.

  • U.S. Capital Wealth Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 16,904 First Trust Short Duration Managed Municipal ETF shares in Q3 2023, an estimated $334K.
  • U.S. Capital Wealth Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2023 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $334K in Q2 2023.
  • 112 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.