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Avantax Advisory Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Avantax Advisory Services’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 		$272K Sell
13,641
-3,594
-21% -$71.2K ﹤0.01% 1992
2025
Q1 		$342K Buy
+17,235
New +$343K ﹤0.01% 1744

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Avantax Advisory Services's FSMB Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 21% in Q2 2025, selling an estimated $71.2K and leaving 13,641 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Avantax Advisory Services first reported a position in FSMB in Q1 2025 and has held it in 2 quarters since. The position peaked at $342K in Q1 2025. 130 funds tracked by Wall St. Rank hold FSMB as of Q2 2025.

  • Avantax Advisory Services held 13,641 shares of First Trust Short Duration Managed Municipal ETF worth $272K as of Q2 2025.
  • Avantax Advisory Services sold 3,594 First Trust Short Duration Managed Municipal ETF shares in Q2 2025, an estimated $71.2K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1992 holding.
  • Avantax Advisory Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2025 and has held it in 2 quarters since.
  • Avantax Advisory Services's First Trust Short Duration Managed Municipal ETF position peaked at $342K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.