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Atria Investments’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Atria Investments’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
2025
Q2 		– Sell
-13,360
Closed -$265K – 2017
2025
Q1 		$265K Buy
13,360
+1,584
+13% +$31.5K ﹤0.01% 1688
2024
Q4 		$234K Sell
11,776
-1,921
-14% -$38.3K ﹤0.01% 1714
2024
Q3 		$274K Buy
+13,697
New +$273K ﹤0.01% 1654
2024
Q1 		– Sell
-55,760
Closed -$1.11M – 983
2023
Q4 		$1.11M Sell
55,760
-19,757
-26% -$387K 0.02% 848
2023
Q3 		$1.46M Buy
+75,517
New +$1.48M 0.03% 687
2023
Q2 		– Sell
-84,000
Closed -$1.67M – 845
2023
Q1 		$1.67M Sell
84,000
-85,461
-50% -$1.7M 0.03% 602
2022
Q4 		$3.35M Buy
169,461
+61,758
+57% +$1.21M 0.07% 353
2022
Q3 		$2.1M Sell
107,703
-428
-0.4% -$8.51K 0.05% 464
2022
Q2 		$2.15M Sell
108,131
-5,099
-5% -$101K 0.05% 484
2022
Q1 		$2.27M Sell
113,230
-389
-0.3% -$7.96K 0.04% 517
2021
Q4 		$2.36M Buy
113,619
+15,523
+16% +$324K 0.04% 499
2021
Q3 		$2.05M Buy
98,096
+12,693
+15% +$266K 0.04% 518
2021
Q2 		$1.79M Buy
85,403
+13,675
+19% +$286K 0.03% 550
2021
Q1 		$1.49M Buy
71,728
+7,698
+12% +$160K 0.03% 556
2020
Q4 		$1.33M Buy
64,030
+2,972
+5% +$61.5K 0.03% 565
2020
Q3 		$1.26M Buy
+61,058
New +$1.26M 0.04% 489
2020
Q2 		– Sell
-40,225
Closed -$809K – 623
2020
Q1 		$809K Buy
+40,225
New +$823K 0.06% 260

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Atria Investments's FSMB Position: Q2 2025 in Review

Atria Investments sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2025, closing a stake of 13,360 shares — an estimated $265K sold.

Atria Investments first reported a position in FSMB in Q1 2020 and held it in 17 quarters. The position peaked at $3.35M in Q4 2022. 130 funds tracked by Wall St. Rank hold FSMB as of Q2 2025.

  • Atria Investments reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 13,360 First Trust Short Duration Managed Municipal ETF shares in Q2 2025, an estimated $265K.
  • Atria Investments first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2020 and held it in 17 quarters.
  • Atria Investments's First Trust Short Duration Managed Municipal ETF position peaked at $3.35M in Q4 2022.
  • 130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.