William Blair & Company
FSMB icon

William Blair & Company’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

William Blair & Company’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
2024
Q1 		– Sell
-3,614
Closed -$72.1K – 1814
2023
Q4 		$72.1K Hold
3,614
– – ﹤0.01% 1542
2023
Q3 		$70.1K Buy
3,614
+314
+10% +$6.17K ﹤0.01% 1550
2023
Q2 		$65.1K Hold
3,300
– – ﹤0.01% 1561
2023
Q1 		$65.6K Hold
3,300
– – ﹤0.01% 1550
2022
Q4 		$65.1K Buy
3,300
+588
+22% +$11.5K ﹤0.01% 1542
2022
Q3 		$53K Buy
+2,712
New +$53.9K ﹤0.01% 1588
2022
Q2 		– Sell
-26,750
Closed -$537K – 1890
2022
Q1 		$537K Hold
26,750
– – ﹤0.01% 1129
2021
Q4 		$557K Buy
+26,750
New +$558K ﹤0.01% 1172

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