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

Clearwater Capital 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	-15,000	Closed	-$301K	–	167
2025 Q3	$301K	Hold	15,000	–	–	0.03%	143
2025 Q2	$299K	Hold	15,000	–	–	0.03%	138
2025 Q1	$298K	Hold	15,000	–	–	0.03%	141
2024 Q4	$298K	Hold	15,000	–	–	0.03%	141
2024 Q3	$300K	Hold	15,000	–	–	0.03%	136
2024 Q2	$297K	Hold	15,000	–	–	0.03%	128
2024 Q1	$298K	Hold	15,000	–	–	0.03%	128
2023 Q4	$299K	Hold	15,000	–	–	0.03%	124
2023 Q3	$291K	Sell	15,000 -1,200	-7%	-$23.6K	0.04%	112
2023 Q2	$320K	Hold	16,200	–	–	0.04%	111
2023 Q1	$322K	Hold	16,200	–	–	0.04%	110
2022 Q4	$320K	Buy	+16,200	New	+$318K	0.04%	116

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 $1.61B AUM 27.77% 1-Year Est. Return

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

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 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

Clearwater Capital Advisors's FSMB Position: Q4 2025 in Review

Clearwater Capital Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2025, closing a stake of 15,000 shares — an estimated $301K sold.

Clearwater Capital Advisors first reported a position in FSMB in Q4 2022 and held it in 12 quarters. The position peaked at $322K in Q1 2023. 140 funds tracked by Wall St. Rank hold FSMB as of Q4 2025.

Clearwater Capital Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
Clearwater Capital Advisors sold 15,000 First Trust Short Duration Managed Municipal ETF shares in Q4 2025, an estimated $301K.
Clearwater Capital Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and held it in 12 quarters.
Clearwater Capital Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $322K in Q1 2023.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2025.

Based on Clearwater Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.