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FSMB icon

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

Naviter 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
Q2 		– Sell
-17,626
Closed -$351K – 292
2025
Q1 		$351K Buy
17,626
+3,761
+27% +$74.9K 0.04% 218
2024
Q4 		$275K Sell
13,865
-1,375
-9% -$27.4K 0.03% 241
2024
Q3 		$305K Sell
15,240
-39,538
-72% -$789K 0.04% 202
2024
Q2 		$1.08M Buy
54,778
+6,143
+13% +$121K 0.16% 149
2024
Q1 		$965K Buy
+48,635
New +$968K 0.16% 158
2023
Q4 		– Sell
-30,279
Closed -$587K – 225
2023
Q3 		$587K Sell
30,279
-748
-2% -$14.7K 0.14% 162
2023
Q2 		$612K Buy
+31,027
New +$614K 0.16% 161

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 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

Naviter Wealth's FSMB Position: Q2 2025 in Review

Naviter Wealth sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2025, closing a stake of 17,626 shares — an estimated $351K sold.

Naviter Wealth first reported a position in FSMB in Q2 2023 and held it in 7 quarters. The position peaked at $1.08M in Q2 2024. 130 funds tracked by Wall St. Rank hold FSMB as of Q2 2025.

  • Naviter Wealth reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Naviter Wealth sold 17,626 First Trust Short Duration Managed Municipal ETF shares in Q2 2025, an estimated $351K.
  • Naviter Wealth first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2023 and held it in 7 quarters.
  • Naviter Wealth's First Trust Short Duration Managed Municipal ETF position peaked at $1.08M in Q2 2024.
  • 130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.