Citadel Advisors
FSMB icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $1.27B AUM 19.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return