Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WCFA
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
Shares
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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
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
New York
$56.4B AUM
24.96%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close