Vishria Bird Financial Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Vishria Bird Financial Group’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	-89,701	Closed	-$1.79M	–	98
2025 Q2	$1.79M	Sell	89,701 -620	-0.7%	-$12.3K	0.59%	27
2025 Q1	$1.79M	Sell	90,321 -554	-0.6%	-$11K	0.61%	30
2024 Q4	$1.8M	Sell	90,875 -212	-0.2%	-$4.23K	0.63%	29
2024 Q3	$1.82M	Hold	91,087	–	–	0.69%	27
2024 Q2	$1.8M	Hold	91,087	–	–	0.76%	26
2024 Q1	$1.81M	Hold	91,087	–	–	0.77%	27
2023 Q4	$1.82M	Sell	91,087 -301	-0.3%	-$5.9K	0.86%	26
2023 Q3	$1.77M	Hold	91,388	–	–	1%	21
2023 Q2	$1.8M	Sell	91,388 -1,867	-2%	-$36.9K	1.07%	20
2023 Q1	$1.85M	Hold	93,255	–	–	1.19%	19
2022 Q4	$1.84M	Buy	+93,255	New	+$1.83M	1.28%	19

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

Vishria Bird Financial Group's FSMB Position: Q3 2025 in Review

Vishria Bird Financial Group sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2025, closing a stake of 89,701 shares — an estimated $1.79M sold.

Vishria Bird Financial Group first reported a position in FSMB in Q4 2022 and held it in 11 quarters. The position peaked at $1.85M in Q1 2023. 129 funds tracked by Wall St. Rank hold FSMB as of Q3 2025.

Vishria Bird Financial Group reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
Vishria Bird Financial Group sold 89,701 First Trust Short Duration Managed Municipal ETF shares in Q3 2025, an estimated $1.79M.
Vishria Bird Financial Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and held it in 11 quarters.
Vishria Bird Financial Group's First Trust Short Duration Managed Municipal ETF position peaked at $1.85M in Q1 2023.
129 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.