ARG
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Advisory Resource Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Advisory Resource 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
2026
Q2 		$205K Buy
+10,280
New +$206K 0.03% 182
2025
Q4 		– Sell
-127,534
Closed -$2.56M – 175
2025
Q3 		$2.56M Buy
127,534
+2,605
+2% +$52.1K 0.46% 52
2025
Q2 		$2.49M Buy
124,929
+5,189
+4% +$103K 0.48% 54
2025
Q1 		$2.38M Buy
119,740
+6,860
+6% +$137K 0.48% 54
2024
Q4 		$2.24M Buy
112,880
+2,564
+2% +$51.1K 0.48% 53
2024
Q3 		$2.21M Buy
110,316
+57
+0.1% +$1.14K 0.47% 53
2024
Q2 		$2.18M Buy
110,259
+13,232
+14% +$262K 0.49% 48
2024
Q1 		$1.92M Sell
97,027
-1,433
-1% -$28.5K 0.44% 51
2023
Q4 		$1.96M Buy
98,460
+610
+0.6% +$12K 0.49% 48
2023
Q3 		$1.9M Sell
97,850
-6,968
-7% -$137K 0.51% 48
2023
Q2 		$2.07M Sell
104,818
-3,583
-3% -$70.9K 0.56% 46
2023
Q1 		$2.16M Sell
108,401
-4,909
-4% -$97.4K 0.6% 45
2022
Q4 		$2.24M Sell
113,310
-245
-0.2% -$4.81K 0.67% 39
2022
Q3 		$2.21M Sell
113,555
-2,653
-2% -$52.8K 0.73% 36
2022
Q2 		$2.31M Buy
+116,208
New +$2.31M 0.76% 37

Other funds holding FSMB

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return