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

Visionary Wealth Advisors’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 Q4	–	Sell	-68,257	Closed	-$1.37M	–	615
2025 Q3	$1.37M	Sell	68,257 -75,500	-53%	-$1.51M	0.06%	239
2025 Q2	$2.86M	Sell	143,757 -6,009	-4%	-$119K	0.15%	158
2025 Q1	$2.98M	Sell	149,766 -59,439	-28%	-$1.18M	0.18%	137
2024 Q4	$4.15M	Buy	209,205 +13,334	+7%	+$266K	0.24%	106
2024 Q3	$3.92M	Buy	195,871 +1,199	+0.6%	+$23.9K	0.24%	108
2024 Q2	$3.85M	Buy	194,672 +19,073	+11%	+$377K	0.25%	104
2024 Q1	$3.48M	Buy	175,599 +34,608	+25%	+$689K	0.24%	111
2023 Q4	$2.81M	Sell	140,991 -15,321	-10%	-$300K	0.21%	126
2023 Q3	$3.03M	Sell	156,312 -27,870	-15%	-$548K	0.25%	109
2023 Q2	$3.64M	Buy	+184,182	New	+$3.64M	0.29%	90

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

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

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

Visionary Wealth Advisors's FSMB Position: Q4 2025 in Review

Visionary Wealth Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q4 2025, closing a stake of 68,257 shares — an estimated $1.37M sold.

Visionary Wealth Advisors first reported a position in FSMB in Q2 2023 and held it in 10 quarters. The position peaked at $4.15M in Q4 2024. 140 funds tracked by Wall St. Rank hold FSMB as of Q4 2025.

Visionary Wealth Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q4 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 68,257 First Trust Short Duration Managed Municipal ETF shares in Q4 2025, an estimated $1.37M.
Visionary Wealth Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2023 and held it in 10 quarters.
Visionary Wealth Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $4.15M in Q4 2024.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q4 2025.

Based on Visionary Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.