VWA
FSMB icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return