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Walkner Condon Financial Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Walkner Condon Financial 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
2025
Q1 		– Sell
-14,855
Closed -$295K – 278
2024
Q4 		$295K Sell
14,855
-6,379
-30% -$127K 0.06% 219
2024
Q3 		$425K Sell
21,234
-3,907
-16% -$77.9K 0.09% 174
2024
Q2 		$497K Sell
25,141
-4,807
-16% -$95K 0.11% 145
2024
Q1 		$594K Buy
29,948
+7,566
+34% +$151K 0.13% 133
2023
Q4 		$447K Sell
22,382
-2,295
-9% -$45K 0.1% 160
2023
Q3 		$478K Sell
24,677
-938
-4% -$18.4K 0.13% 139
2023
Q2 		$506K Buy
25,615
+11,516
+82% +$228K 0.13% 135
2023
Q1 		$280K Sell
14,099
-27,711
-66% -$550K 0.08% 185
2022
Q4 		$825K Buy
41,810
+28,754
+220% +$564K 0.25% 84
2022
Q3 		$255K Buy
13,056
+366
+3% +$7.28K 0.08% 178
2022
Q2 		$252K Sell
12,690
-10,788
-46% -$215K 0.08% 191
2022
Q1 		$472K Buy
+23,478
New +$480K 0.13% 136

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Walkner Condon Financial Advisors's FSMB Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2025, closing a stake of 14,855 shares — an estimated $295K sold.

Walkner Condon Financial Advisors first reported a position in FSMB in Q1 2022 and held it in 12 quarters. The position peaked at $825K in Q4 2022. 131 funds tracked by Wall St. Rank hold FSMB as of Q1 2025.

  • Walkner Condon Financial Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 14,855 First Trust Short Duration Managed Municipal ETF shares in Q1 2025, an estimated $295K.
  • Walkner Condon Financial Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2022 and held it in 12 quarters.
  • Walkner Condon Financial Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $825K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.