LCM
FSMB icon

Lunt Capital Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Lunt Capital Management’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
Q1 		– Sell
-19,455
Closed -$386K – 87
2024
Q4 		$386K Hold
19,455
– – 0.15% 62
2024
Q3 		$389K Hold
19,455
– – 0.18% 66
2024
Q2 		$385K Hold
19,455
– – 0.19% 65
2024
Q1 		$386K Hold
19,455
– – 0.19% 68
2023
Q4 		$388K Hold
19,455
– – 0.2% 68
2023
Q3 		$377K Buy
19,455
+7,025
+57% +$138K 0.2% 59
2023
Q2 		$245K Buy
+12,430
New +$246K 0.13% 71

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return