PFS Partners, LLC FSMB Holdings History
PFS Partners, LLC's First Trust Short Duration Managed Municipal ETF Holding Summary
As of 2025-06-30, PFS Partners, LLC held 718,763.00 shares of First Trust Short Duration Managed Municipal ETF(FSMB), totaling $14.31 Mil. This investment constitutes 7.21% of their stock portfolio, and PFS Partners, LLC now holds 3.03% of the outstanding First Trust Short Duration Managed Municipal ETF(FSMB) stock.
The initial trade took place in 2023Q1. And since then PFS Partners, LLC has made 6 purchases of FSMB, at an average price of $19.68, for a total of 760,203.00 shares. In addition, there have been 4 sales at an average price of $19.78 for 41,440.00 shares. Based on historical transaction data and FSMB's current price of $19.89, PFS Partners, LLC's estimated gain on his FSMB holdings is $154,650.20, reflecting a 1.03% gain to date.
PFS Partners, LLC FSMB ($19.89) Holding Chart
PFS Partners, LLC FSMB ($19.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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