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

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisory Resource Group's FSMB Position: Q2 2026 in Review

Advisory Resource Group opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 10,280 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #182 among its holdings. This is a return to the name: Advisory Resource Group previously reported a position in FSMB as recently as Q3 2025.

Advisory Resource Group first reported a position in FSMB in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.56M in Q3 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Advisory Resource Group held 10,280 shares of First Trust Short Duration Managed Municipal ETF worth $205K as of Q2 2026.
First Trust Short Duration Managed Municipal ETF was a new Advisory Resource Group position in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up 0.03% of Advisory Resource Group's portfolio in Q2 2026, its #182 holding.
Advisory Resource Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and has held it in 15 quarters since.
Advisory Resource Group's First Trust Short Duration Managed Municipal ETF position peaked at $2.56M in Q3 2025.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.