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 $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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