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Creekmur Asset Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Creekmur Asset Management’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
Q3 		$35.1K Hold
1,750
– – 0.01% 378
2025
Q2 		$34.8K Hold
1,750
– – 0.01% 379
2025
Q1 		$34.8K Hold
1,750
– – 0.01% 348
2024
Q4 		$34.7K Hold
1,750
– – 0.01% 280
2024
Q3 		$35K Hold
1,750
– – 0.01% 281
2024
Q2 		$34.6K Hold
1,750
– – 0.01% 302
2024
Q1 		$34.7K Hold
1,750
– – 0.01% 299
2023
Q4 		$34.9K Buy
+1,750
New +$34.3K 0.01% 349

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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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creekmur Asset Management's FSMB Position: Q3 2025 in Review

Creekmur Asset Management held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q3 2025 at 1,750 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #378.

Creekmur Asset Management first reported a position in FSMB in Q4 2023 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold FSMB as of Q3 2025.

  • Creekmur Asset Management held 1,750 shares of First Trust Short Duration Managed Municipal ETF worth $35.1K as of Q3 2025.
  • Creekmur Asset Management left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q3 2025.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #378 holding.
  • Creekmur Asset Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2023 and has held it in 8 quarters since.
  • 129 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.