Walkner Condon Financial Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
Other funds holding FSMB
RWB
PP
TA
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.