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

TCFG 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 Q3	–	Sell	-17,895	Closed	-$356K	–	273
2025 Q2	$356K	Sell	17,895 -72	-0.4%	-$1.43K	0.16%	171
2025 Q1	$357K	Sell	17,967 -498	-3%	-$9.91K	0.18%	141
2024 Q4	$366K	Buy	18,465 +2,138	+13%	+$42.6K	0.18%	134
2024 Q3	$327K	Buy	+16,327	New	+$326K	0.16%	142

Other funds holding FSMB

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

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

RWB

RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

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

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

TCFG Wealth Management's FSMB Position: Q3 2025 in Review

TCFG Wealth Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2025, closing a stake of 17,895 shares — an estimated $356K sold.

TCFG Wealth Management first reported a position in FSMB in Q3 2024 and held it in 4 quarters. The position peaked at $366K in Q4 2024. 129 funds tracked by Wall St. Rank hold FSMB as of Q3 2025.

TCFG Wealth Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
TCFG Wealth Management sold 17,895 First Trust Short Duration Managed Municipal ETF shares in Q3 2025, an estimated $356K.
TCFG Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2024 and held it in 4 quarters.
TCFG Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $366K in Q4 2024.
129 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2025.

Based on TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.