Vectors Research Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Vectors Research 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	-3,828	Closed	-$76K	–	271
2022 Q2	$76K	Sell	3,828 -5	-0.1%	-$99	0.02%	187
2022 Q1	$77K	Buy	3,833 +49	+1%	+$1K	0.02%	193
2021 Q4	$79K	Buy	3,784 +37	+1%	+$771	0.02%	221
2021 Q3	$78K	Buy	3,747 +39	+1%	+$817	0.02%	211
2021 Q2	$78K	Buy	3,708 +2,728	+278%	+$57K	0.02%	206
2021 Q1	$20K	Buy	980 +421	+75%	+$8.77K	0.01%	281
2020 Q4	$12K	Buy	+559	New	+$11.6K	﹤0.01%	314

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 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 $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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vectors Research Management's FSMB Position: Q3 2022 in Review

Vectors Research Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2022, closing a stake of 3,828 shares — an estimated $76K sold.

Vectors Research Management first reported a position in FSMB in Q4 2020 and held it in 7 quarters. The position peaked at $79K in Q4 2021. 99 funds tracked by Wall St. Rank hold FSMB as of Q3 2022.

Vectors Research Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2022 after selling out during the quarter.
Vectors Research Management sold 3,828 First Trust Short Duration Managed Municipal ETF shares in Q3 2022, an estimated $76K.
Vectors Research Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2020 and held it in 7 quarters.
Vectors Research Management's First Trust Short Duration Managed Municipal ETF position peaked at $79K in Q4 2021.
99 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.