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Journey Strategic Wealth’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Journey Strategic Wealth’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 		– Sell
-12,445
Closed -$248K – 733
2025
Q2 		$248K Sell
12,445
-3,101
-20% -$61.4K 0.01% 515
2025
Q1 		$309K Sell
15,546
-1,000
-6% -$19.9K 0.01% 326
2024
Q4 		$328K Sell
16,546
-114
-0.7% -$2.27K 0.01% 312
2024
Q3 		$333K Buy
16,660
+370
+2% +$7.38K 0.01% 307
2024
Q2 		$322K Buy
+16,290
New +$322K 0.01% 231

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Journey Strategic Wealth's FSMB Position: Q3 2025 in Review

Journey Strategic Wealth sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2025, closing a stake of 12,445 shares — an estimated $248K sold.

Journey Strategic Wealth first reported a position in FSMB in Q2 2024 and held it in 5 quarters. The position peaked at $333K in Q3 2024. 129 funds tracked by Wall St. Rank hold FSMB as of Q3 2025.

  • Journey Strategic Wealth reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 12,445 First Trust Short Duration Managed Municipal ETF shares in Q3 2025, an estimated $248K.
  • Journey Strategic Wealth first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2024 and held it in 5 quarters.
  • Journey Strategic Wealth's First Trust Short Duration Managed Municipal ETF position peaked at $333K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.