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TD Capital Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

TD Capital 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
Q2 		– Sell
-255
Closed -$5.06K – 733
2025
Q1 		$5.06K Buy
255
+2
+0.8% +$40 ﹤0.01% 383
2024
Q4 		$5.02K Buy
+253
New +$5.04K ﹤0.01% 349

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

TD Capital Management's FSMB Position: Q2 2025 in Review

TD Capital Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2025, closing a stake of 255 shares — an estimated $5.06K sold.

TD Capital Management first reported a position in FSMB in Q4 2024 and held it in 2 quarters. The position peaked at $5.06K in Q1 2025. 130 funds tracked by Wall St. Rank hold FSMB as of Q2 2025.

  • TD Capital Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • TD Capital Management sold 255 First Trust Short Duration Managed Municipal ETF shares in Q2 2025, an estimated $5.06K.
  • TD Capital Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2024 and held it in 2 quarters.
  • TD Capital Management's First Trust Short Duration Managed Municipal ETF position peaked at $5.06K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2025.

Based on TD Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.