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GoalVest Advisory’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

GoalVest Advisory’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
Q2 		– Sell
-516
Closed -$10.3K – 425
2025
Q1 		$10.3K Hold
516
– – ﹤0.01% 267
2024
Q4 		$10.2K Hold
516
– – ﹤0.01% 285
2024
Q3 		$10.3K Buy
+516
New +$10.3K ﹤0.01% 320

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 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 $672B AUM 33.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

GoalVest Advisory's FSMB Position: Q2 2025 in Review

GoalVest Advisory sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2025, closing a stake of 516 shares — an estimated $10.3K sold.

GoalVest Advisory first reported a position in FSMB in Q3 2024 and held it in 3 quarters. The position peaked at $10.3K in Q3 2024. 130 funds tracked by Wall St. Rank hold FSMB as of Q2 2025.

  • GoalVest Advisory reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 516 First Trust Short Duration Managed Municipal ETF shares in Q2 2025, an estimated $10.3K.
  • GoalVest Advisory first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2024 and held it in 3 quarters.
  • GoalVest Advisory's First Trust Short Duration Managed Municipal ETF position peaked at $10.3K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.