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Brookwood Investment Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Brookwood Investment Group’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
-13,862
Closed -$275K – 479
2025
Q1 		$275K Buy
+13,862
New +$276K 0.05% 336

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UBS Group
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PP
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TA
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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

Brookwood Investment Group's FSMB Position: Q2 2025 in Review

Brookwood Investment Group sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2025, closing a stake of 13,862 shares — an estimated $275K sold.

Brookwood Investment Group first reported a position in FSMB in Q1 2025 and held it in 1 quarter. The position peaked at $275K in Q1 2025. 130 funds tracked by Wall St. Rank hold FSMB as of Q2 2025.

  • Brookwood Investment Group reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 13,862 First Trust Short Duration Managed Municipal ETF shares in Q2 2025, an estimated $275K.
  • Brookwood Investment Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2025 and held it in 1 quarter.
  • Brookwood Investment Group's First Trust Short Duration Managed Municipal ETF position peaked at $275K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2025.

Based on Brookwood Investment Group's 13F filing for Q2 2025, filed 1 Aug 2025.