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

Pursuit Wealth 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 Q4	$2.17M	Buy	+108,238	New	+$2.17M	1.86%	11

Other funds holding FSMB

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

RWB

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Pursuit Wealth Management's FSMB Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2025: 108,238 shares worth $2.17M. The stake represents 1.86% of the portfolio and ranks #11 among its holdings.

140 funds tracked by Wall St. Rank hold FSMB as of Q4 2025.

Pursuit Wealth Management held 108,238 shares of First Trust Short Duration Managed Municipal ETF worth $2.17M as of Q4 2025.
First Trust Short Duration Managed Municipal ETF was a new Pursuit Wealth Management position in Q4 2025.
First Trust Short Duration Managed Municipal ETF made up 1.86% of Pursuit Wealth Management's portfolio in Q4 2025, its #11 holding.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.