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

Integrity Wealth 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
Q4 		– Sell
-12,375
Closed -$248K – 87
2025
Q3 		$248K Buy
12,375
+1,471
+13% +$29.4K 0.09% 66
2025
Q2 		$217K Sell
10,904
-1,027
-9% -$20.3K 0.15% 56
2025
Q1 		$237K Sell
11,931
-2,394
-17% -$47.7K 0.17% 54
2024
Q4 		$284K Buy
+14,325
New +$286K 0.21% 49

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

Integrity Wealth Advisors's FSMB Position: Q4 2025 in Review

Integrity Wealth Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2025, closing a stake of 12,375 shares — an estimated $248K sold.

Integrity Wealth Advisors first reported a position in FSMB in Q4 2024 and held it in 4 quarters. The position peaked at $284K in Q4 2024. 140 funds tracked by Wall St. Rank hold FSMB as of Q4 2025.

  • Integrity Wealth Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Integrity Wealth Advisors sold 12,375 First Trust Short Duration Managed Municipal ETF shares in Q4 2025, an estimated $248K.
  • Integrity Wealth Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2024 and held it in 4 quarters.
  • Integrity Wealth Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $284K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2025.

Based on Integrity Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.