MCM
FSMB icon

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

MAI 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
Q3 		– Sell
-664
Closed -$13.2K – 3933
2025
Q2 		$13.2K Hold
664
– – ﹤0.01% 2579
2025
Q1 		$13.2K Sell
664
-28,241
-98% -$562K ﹤0.01% 2372
2024
Q4 		$573K Buy
+28,905
New +$576K ﹤0.01% 802

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MAI Capital Management's FSMB Position: Q3 2025 in Review

MAI Capital Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2025, closing a stake of 664 shares — an estimated $13.2K sold.

MAI Capital Management first reported a position in FSMB in Q4 2024 and held it in 3 quarters. The position peaked at $573K in Q4 2024. 129 funds tracked by Wall St. Rank hold FSMB as of Q3 2025.

  • MAI Capital Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • MAI Capital Management sold 664 First Trust Short Duration Managed Municipal ETF shares in Q3 2025, an estimated $13.2K.
  • MAI Capital Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2024 and held it in 3 quarters.
  • MAI Capital Management's First Trust Short Duration Managed Municipal ETF position peaked at $573K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.