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

GSG 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 Q2	–	Sell	-20,081	Closed	-$393K	–	121
2025 Q1	$393K	Sell	20,081 -646	-3%	-$12.9K	0.13%	77
2024 Q4	$411K	Buy	20,727 +156	+0.8%	+$3.11K	0.13%	77
2024 Q3	$412K	Buy	20,571 +150	+0.7%	+$2.99K	0.14%	73
2024 Q2	$403K	Buy	20,421 +147	+0.7%	+$2.91K	0.14%	68
2024 Q1	$401K	Buy	20,274 +135	+0.7%	+$2.69K	0.15%	71
2023 Q4	$402K	Buy	20,139 +179	+0.9%	+$3.51K	0.15%	72
2023 Q3	$387K	Buy	+19,960	New	+$392K	0.19%	60

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

GSG Advisors's FSMB Position: Q2 2025 in Review

GSG Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2025, closing a stake of 20,081 shares — an estimated $393K sold.

GSG Advisors first reported a position in FSMB in Q3 2023 and held it in 7 quarters. The position peaked at $412K in Q3 2024. 130 funds tracked by Wall St. Rank hold FSMB as of Q2 2025.

GSG Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
GSG Advisors sold 20,081 First Trust Short Duration Managed Municipal ETF shares in Q2 2025, an estimated $393K.
GSG Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2023 and held it in 7 quarters.
GSG Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $412K in Q3 2024.
130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2025.

Based on GSG Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.