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 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

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

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

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

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Lunt Capital Management's FSMB Position: Q1 2025 in Review

Lunt Capital Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2025, closing a stake of 19,455 shares — an estimated $386K sold.

Lunt Capital Management first reported a position in FSMB in Q2 2023 and held it in 7 quarters. The position peaked at $389K in Q3 2024. 131 funds tracked by Wall St. Rank hold FSMB as of Q1 2025.

Lunt Capital Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
Lunt Capital Management sold 19,455 First Trust Short Duration Managed Municipal ETF shares in Q1 2025, an estimated $386K.
Lunt Capital Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2023 and held it in 7 quarters.
Lunt Capital Management's First Trust Short Duration Managed Municipal ETF position peaked at $389K in Q3 2024.
131 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2025.

Based on Lunt Capital Management's 13F filing for Q1 2025, filed 5 May 2025.