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Crossmark Global Holdings’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Crossmark Global Holdings’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
-35,649
Closed -$715K – 1262
2025
Q3 		$715K Sell
35,649
-7,035
-16% -$141K 0.01% 748
2025
Q2 		$849K Hold
42,684
– – 0.01% 672
2025
Q1 		$848K Buy
+42,684
New +$850K 0.02% 662

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crossmark Global Holdings's FSMB Position: Q4 2025 in Review

Crossmark Global Holdings sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2025, closing a stake of 35,649 shares — an estimated $715K sold.

Crossmark Global Holdings first reported a position in FSMB in Q1 2025 and held it in 3 quarters. The position peaked at $849K in Q2 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q4 2025.

  • Crossmark Global Holdings reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 35,649 First Trust Short Duration Managed Municipal ETF shares in Q4 2025, an estimated $715K.
  • Crossmark Global Holdings first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's First Trust Short Duration Managed Municipal ETF position peaked at $849K in Q2 2025.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.