AWA
FSMB icon

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

Alta 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
2026
Q2 		$214K Buy
10,730
+35
+0.3% +$700 0.06% 161
2026
Q1 		$213K Buy
10,695
+35
+0.3% +$704 0.07% 158
2025
Q4 		$214K Sell
10,660
-209
-2% -$4.19K 0.07% 157
2025
Q3 		$218K Buy
+10,869
New +$218K 0.08% 145
2025
Q2 		– Sell
-10,863
Closed -$216K – 126
2025
Q1 		$216K Buy
10,863
+32
+0.3% +$637 0.1% 134
2024
Q4 		$215K Sell
10,831
-5,612
-34% -$112K 0.09% 126
2024
Q3 		$329K Sell
16,443
-657
-4% -$13.1K 0.15% 105
2024
Q2 		$338K Sell
17,100
-122
-0.7% -$2.41K 0.17% 103
2024
Q1 		$342K Sell
17,222
-235
-1% -$4.67K 0.17% 99
2023
Q4 		$348K Sell
17,457
-18,000
-51% -$353K 0.19% 98
2023
Q3 		$687K Sell
35,457
-4,397
-11% -$86.4K 0.42% 69
2023
Q2 		$787K Sell
39,854
-1,762
-4% -$34.9K 0.46% 64
2023
Q1 		$827K Buy
41,616
+420
+1% +$8.33K 0.52% 62
2022
Q4 		$813K Sell
41,196
-6,556
-14% -$129K 0.55% 55
2022
Q3 		$931K Buy
47,752
+4,253
+10% +$84.6K 0.67% 40
2022
Q2 		$866K Buy
43,499
+1,755
+4% +$34.9K 0.6% 45
2022
Q1 		$838K Buy
41,744
+6,879
+20% +$141K 0.5% 60
2021
Q4 		$726K Buy
34,865
+12,103
+53% +$252K 0.45% 69
2021
Q3 		$475K Buy
22,762
+675
+3% +$14.1K 0.35% 97
2021
Q2 		$462K Buy
22,087
+1,800
+9% +$37.6K 0.34% 101
2021
Q1 		$422K Buy
20,287
+4,963
+32% +$103K 0.35% 96
2020
Q4 		$319K Buy
+15,324
New +$317K 0.27% 110

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Alta Wealth Advisors's FSMB Position: Q2 2026 in Review

Alta Wealth Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.33% in Q2 2026, buying an estimated $700 and bringing the position to 10,730 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #161.

Alta Wealth Advisors first reported a position in FSMB in Q4 2020 and has held it in 22 quarters since. The position peaked at $931K in Q3 2022. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Alta Wealth Advisors held 10,730 shares of First Trust Short Duration Managed Municipal ETF worth $214K as of Q2 2026.
  • Alta Wealth Advisors bought 35 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $700.
  • First Trust Short Duration Managed Municipal ETF made up 0.06% of Alta Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • Alta Wealth Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2020 and has held it in 22 quarters since.
  • Alta Wealth Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $931K in Q3 2022.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.