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

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

William Blair & Company's FSMB Position: Q1 2024 in Review

William Blair & Company sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2024, closing a stake of 3,614 shares — an estimated $72.1K sold.

William Blair & Company first reported a position in FSMB in Q4 2021 and held it in 8 quarters. The position peaked at $557K in Q4 2021. 119 funds tracked by Wall St. Rank hold FSMB as of Q1 2024.

William Blair & Company reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2024 after selling out during the quarter.
William Blair & Company sold 3,614 First Trust Short Duration Managed Municipal ETF shares in Q1 2024, an estimated $72.1K.
William Blair & Company first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2021 and held it in 8 quarters.
William Blair & Company's First Trust Short Duration Managed Municipal ETF position peaked at $557K in Q4 2021.
119 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2024.

Based on William Blair & Company's 13F filing for Q1 2024, filed 9 May 2024.