Creative Financial Designs’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Creative Financial Designs’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	-140	Closed	-$2.81K	–	2103
2025 Q3	$2.81K	Sell	140 -2,539	-95%	-$50.8K	﹤0.01%	1647
2025 Q2	$53.3K	Hold	2,679	–	–	﹤0.01%	845
2025 Q1	$53.2K	Hold	2,679	–	–	﹤0.01%	809
2024 Q4	$53.2K	Buy	2,679 +2,225	+490%	+$44.4K	﹤0.01%	771
2024 Q3	$9.09K	Hold	454	–	–	﹤0.01%	1226
2024 Q2	$8.98K	Hold	454	–	–	﹤0.01%	1183
2024 Q1	$9.01K	Buy	454 +140	+45%	+$2.79K	﹤0.01%	1172
2023 Q4	$6.26K	Sell	314 -400	-56%	-$7.84K	﹤0.01%	1216
2023 Q3	$13.8K	Hold	714	–	–	﹤0.01%	940
2023 Q2	$14.1K	Buy	+714	New	+$14.1K	﹤0.01%	927

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

Creative Financial Designs's FSMB Position: Q4 2025 in Review

Creative Financial Designs sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2025, closing a stake of 140 shares — an estimated $2.81K sold.

Creative Financial Designs first reported a position in FSMB in Q2 2023 and held it in 10 quarters. The position peaked at $53.3K in Q2 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q4 2025.

Creative Financial Designs reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 140 First Trust Short Duration Managed Municipal ETF shares in Q4 2025, an estimated $2.81K.
Creative Financial Designs first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2023 and held it in 10 quarters.
Creative Financial Designs's First Trust Short Duration Managed Municipal ETF position peaked at $53.3K in Q2 2025.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.