Citadel Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Citadel Advisors’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 Q4	–	Sell	-55,398	Closed	-$1.11M	–	13121
2025 Q3	$1.11M	Buy	+55,398	New	+$1.11M	﹤0.01%	7302
2023 Q1	–	Sell	-14,443	Closed	-$285K	–	14971
2022 Q4	$285K	Buy	14,443 +1,934	+15%	+$38K	﹤0.01%	9428
2022 Q3	$244K	Buy	+12,509	New	+$249K	﹤0.01%	10020
2021 Q4	–	Sell	-14,786	Closed	-$309K	–	14116
2021 Q3	$309K	Buy	+14,786	New	+$310K	﹤0.01%	11013
2020 Q4	–	Sell	-70,738	Closed	-$1.46M	–	11117
2020 Q3	$1.46M	Buy	+70,738	New	+$1.46M	﹤0.01%	5320

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors's FSMB Position: Q4 2025 in Review

Citadel Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2025, closing a stake of 55,398 shares — an estimated $1.11M sold.

Citadel Advisors first reported a position in FSMB in Q3 2020 and held it in 5 quarters. The position peaked at $1.46M in Q3 2020. 140 funds tracked by Wall St. Rank hold FSMB as of Q4 2025.

Citadel Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
Citadel Advisors sold 55,398 First Trust Short Duration Managed Municipal ETF shares in Q4 2025, an estimated $1.11M.
Citadel Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2020 and held it in 5 quarters.
Citadel Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $1.46M in Q3 2020.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.