Advisory Services Network’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Advisory Services Network’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	–	Sell	-1,600	Closed	-$31.9K	–	3088
2026 Q1	$31.9K	Buy	+1,600	New	+$32.2K	﹤0.01%	2908
2025 Q4	–	Sell	-1,600	Closed	-$32.1K	–	2723
2025 Q3	$32.1K	Buy	+1,600	New	+$32K	﹤0.01%	2719
2024 Q1	–	Sell	-3,656	Closed	-$72.9K	–	2259
2023 Q4	$72.9K	Buy	+3,656	New	+$71.7K	﹤0.01%	1805
2023 Q2	–	Sell	-11,466	Closed	-$228K	–	2243
2023 Q1	$228K	Buy	11,466 +2,193	+24%	+$43.5K	0.01%	1249
2022 Q4	$183K	Sell	9,273 -4,176	-31%	-$82K	0.01%	1310
2022 Q3	$262K	Sell	13,449 -41,950	-76%	-$834K	0.01%	1073
2022 Q2	$1.1M	Buy	55,399 +9,513	+21%	+$189K	0.04%	534
2022 Q1	$922K	Buy	45,886 +7,767	+20%	+$159K	0.03%	653
2021 Q4	$793K	Buy	38,119 +17,845	+88%	+$372K	0.02%	708
2021 Q3	$423K	Buy	20,274 +4,071	+25%	+$85.3K	0.01%	943
2021 Q2	$339K	Buy	16,203 +3,690	+29%	+$77.1K	0.01%	1031
2021 Q1	$260K	Buy	12,513 +6,832	+120%	+$142K	0.01%	1086
2020 Q4	$118K	Buy	5,681 +4,862	+594%	+$101K	﹤0.01%	1255
2020 Q3	$17K	Buy	+819	New	+$16.9K	﹤0.01%	2166

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 $77.5B AUM 28.19% 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 Services Network's FSMB Position: Q2 2026 in Review

Advisory Services Network sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026, closing a stake of 1,600 shares — an estimated $31.9K sold.

Advisory Services Network first reported a position in FSMB in Q3 2020 and held it in 14 quarters. The position peaked at $1.1M in Q2 2022. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Advisory Services Network reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,600 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $31.9K.
Advisory Services Network first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2020 and held it in 14 quarters.
Advisory Services Network's First Trust Short Duration Managed Municipal ETF position peaked at $1.1M in Q2 2022.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.