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Arbor Capital Management (Alaska)’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Arbor Capital Management (Alaska)’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
Q1 		$1.39M Buy
69,644
+29,869
+75% +$601K 1.14% 38
2025
Q4 		$798K Buy
39,775
+2,593
+7% +$52K 0.67% 57
2025
Q3 		$747K Buy
37,182
+746
+2% +$14.9K 0.6% 60
2025
Q2 		$726K Sell
36,436
-353
-1% -$6.99K 0.63% 52
2025
Q1 		$732K Buy
36,789
+1,362
+4% +$27.1K 0.71% 52
2024
Q4 		$705K Buy
35,427
+1,001
+3% +$20K 0.69% 52
2024
Q3 		$691K Buy
34,426
+38
+0.1% +$758 0.65% 52
2024
Q2 		$679K Buy
34,388
+173
+0.5% +$3.42K 0.62% 53
2024
Q1 		$678K Buy
34,215
+69
+0.2% +$1.37K 0.64% 53
2023
Q4 		$682K Sell
34,146
-1,757
-5% -$34.4K 0.51% 66
2023
Q3 		$695K Sell
35,903
-55
-0.2% -$1.08K 0.62% 63
2023
Q2 		$710K Buy
35,958
+1,401
+4% +$27.7K 0.55% 67
2023
Q1 		$689K Buy
34,557
+658
+2% +$13.1K 0.56% 70
2022
Q4 		$669K Sell
33,899
-1,148
-3% -$22.5K 0.6% 69
2022
Q3 		$685K Sell
35,047
-1,758
-5% -$35K 0.62% 65
2022
Q2 		$731K Sell
36,805
-371
-1% -$7.38K 0.7% 65
2022
Q1 		$747K Buy
37,176
+3,032
+9% +$62K 0.57% 67
2021
Q4 		$711K Buy
+34,144
New +$712K 0.5% 71

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Arbor Capital Management (Alaska)'s FSMB Position: Q1 2026 in Review

Arbor Capital Management (Alaska) increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 75% in Q1 2026, buying an estimated $601K and bringing the position to 69,644 shares worth $1.39M. The position accounts for 1.14% of the portfolio, ranked #38.

Arbor Capital Management (Alaska) first reported a position in FSMB in Q4 2021 and has held it in 18 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Arbor Capital Management (Alaska) held 69,644 shares of First Trust Short Duration Managed Municipal ETF worth $1.39M as of Q1 2026.
  • Arbor Capital Management (Alaska) bought 29,869 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $601K.
  • First Trust Short Duration Managed Municipal ETF made up 1.14% of Arbor Capital Management (Alaska)'s portfolio in Q1 2026, its #38 holding.
  • Arbor Capital Management (Alaska) first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2021 and has held it in 18 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Arbor Capital Management (Alaska)'s 13F filing for Q1 2026, filed 30 Apr 2026.