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Thurston Springer Miller Herd & Titak’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Thurston Springer Miller Herd & Titak’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
-1,000
Closed -$19.9K – 843
2025
Q2 		$19.9K Buy
+1,000
New +$19.8K ﹤0.01% 940

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's FSMB Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2025, closing a stake of 1,000 shares — an estimated $19.9K sold.

Thurston Springer Miller Herd & Titak first reported a position in FSMB in Q2 2025 and held it in 1 quarter. The position peaked at $19.9K in Q2 2025. 129 funds tracked by Wall St. Rank hold FSMB as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 1,000 First Trust Short Duration Managed Municipal ETF shares in Q3 2025, an estimated $19.9K.
  • Thurston Springer Miller Herd & Titak first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2025 and held it in 1 quarter.
  • Thurston Springer Miller Herd & Titak's First Trust Short Duration Managed Municipal ETF position peaked at $19.9K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.