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

Arkadios 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	$288K	Buy	+14,427	New	+$288K	﹤0.01%	1424

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

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

Arkadios Wealth Advisors opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 14,427 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings.

139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Arkadios Wealth Advisors held 14,427 shares of First Trust Short Duration Managed Municipal ETF worth $288K as of Q2 2026.
First Trust Short Duration Managed Municipal ETF was a new Arkadios Wealth Advisors position in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1424 holding.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.