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

Simplicity 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 Q3	–	Sell	-28,402	Closed	-$565K	–	724
2025 Q2	$565K	Buy	28,402 +14,201	+100%	+$281K	0.02%	427
2025 Q1	$282K	Buy	+14,201	New	+$283K	0.02%	435
2024 Q4	–	Sell	-14,116	Closed	-$282K	–	407
2024 Q3	$282K	Sell	14,116 -4,116	-23%	-$82.1K	0.03%	397
2024 Q2	$360K	Hold	18,232	–	–	0.01%	887
2024 Q1	$362K	Buy	+18,232	New	+$363K	0.01%	850

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Simplicity Wealth's FSMB Position: Q3 2025 in Review

Simplicity Wealth sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2025, closing a stake of 28,402 shares — an estimated $565K sold.

Simplicity Wealth first reported a position in FSMB in Q1 2024 and held it in 5 quarters. The position peaked at $565K in Q2 2025. 129 funds tracked by Wall St. Rank hold FSMB as of Q3 2025.

Simplicity Wealth reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
Simplicity Wealth sold 28,402 First Trust Short Duration Managed Municipal ETF shares in Q3 2025, an estimated $565K.
Simplicity Wealth first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2024 and held it in 5 quarters.
Simplicity Wealth's First Trust Short Duration Managed Municipal ETF position peaked at $565K in Q2 2025.
129 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.