Bank of New York Mellon
FSMB icon

Bank of New York Mellon’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Bank of New York Mellon’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
Q3 		– Sell
-10,687
Closed -$213K – 4209
2025
Q2 		$213K Buy
+10,687
New +$212K ﹤0.01% 3958

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $103B AUM 28.65% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon's FSMB Position: Q3 2025 in Review

Bank of New York Mellon sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2025, closing a stake of 10,687 shares — an estimated $213K sold.

Bank of New York Mellon first reported a position in FSMB in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 129 funds tracked by Wall St. Rank hold FSMB as of Q3 2025.

  • Bank of New York Mellon reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 10,687 First Trust Short Duration Managed Municipal ETF shares in Q3 2025, an estimated $213K.
  • Bank of New York Mellon first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2025 and held it in 1 quarter.
  • Bank of New York Mellon's First Trust Short Duration Managed Municipal ETF position peaked at $213K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2025.

Based on Bank of New York Mellon's 13F filing for Q3 2025, filed 3 Nov 2025.