Main Line Retirement Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Main Line Retirement 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 Q1	–	Sell	-10,728	Closed	-$213K	–	44
2024 Q4	$213K	Buy	10,728 +81	+0.8%	+$1.61K	0.14%	39
2024 Q3	$213K	Buy	10,647 +78	+0.7%	+$1.56K	0.15%	36
2024 Q2	$209K	Buy	10,569 +76	+0.7%	+$1.5K	0.16%	34
2024 Q1	$208K	Buy	10,493 +91	+0.9%	+$1.81K	0.16%	35
2023 Q4	$208K	Buy	+10,402	New	+$204K	0.18%	35
2023 Q2	$203K	Buy	+10,291	New	+$204K	0.19%	31

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Main Line Retirement Advisors's FSMB Position: Q1 2025 in Review

Main Line Retirement Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2025, closing a stake of 10,728 shares — an estimated $213K sold.

Main Line Retirement Advisors first reported a position in FSMB in Q2 2023 and held it in 6 quarters. The position peaked at $213K in Q3 2024. 131 funds tracked by Wall St. Rank hold FSMB as of Q1 2025.

Main Line Retirement Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2025 after selling out during the quarter.
Main Line Retirement Advisors sold 10,728 First Trust Short Duration Managed Municipal ETF shares in Q1 2025, an estimated $213K.
Main Line Retirement Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2023 and held it in 6 quarters.
Main Line Retirement Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $213K in Q3 2024.
131 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2025.

Based on Main Line Retirement Advisors's 13F filing for Q1 2025, filed 21 May 2025.