Ashton Thomas Private Wealth’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Ashton Thomas Private Wealth’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	$157K	Buy	+7,846	New	+$158K	﹤0.01%	1102
2025 Q4	–	Sell	-15,312	Closed	-$307K	–	1014
2025 Q3	$307K	Hold	15,312	–	–	0.01%	790
2025 Q2	$305K	Hold	15,312	–	–	0.01%	681
2025 Q1	$304K	Hold	15,312	–	–	0.01%	652
2024 Q4	$304K	Hold	15,312	–	–	0.01%	628
2024 Q3	$306K	Sell	15,312 -5,772	-27%	-$115K	0.02%	507
2024 Q2	$417K	Hold	21,084	–	–	0.02%	452
2024 Q1	$418K	Hold	21,084	–	–	0.02%	452
2023 Q4	$421K	Sell	21,084 -7,780	-27%	-$153K	0.03%	447
2023 Q3	$560K	Sell	28,864 -5,048	-15%	-$99.2K	0.04%	378
2023 Q2	$669K	Hold	33,912	–	–	0.05%	351
2023 Q1	$674K	Buy	33,912 +2,440	+8%	+$48.4K	0.06%	307
2022 Q4	$621K	Buy	31,472 +7,142	+29%	+$140K	0.06%	315
2022 Q3	$474K	Buy	24,330 +9,684	+66%	+$193K	0.05%	329
2022 Q2	$291K	Buy	+14,646	New	+$291K	0.03%	382

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ashton Thomas Private Wealth's FSMB Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2026: 7,846 shares worth $157K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in FSMB as recently as Q3 2025.

Ashton Thomas Private Wealth first reported a position in FSMB in Q2 2022 and has held it in 15 quarters since. The position peaked at $674K in Q1 2023. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

Ashton Thomas Private Wealth held 7,846 shares of First Trust Short Duration Managed Municipal ETF worth $157K as of Q1 2026.
First Trust Short Duration Managed Municipal ETF was a new Ashton Thomas Private Wealth position in Q1 2026.
First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1102 holding.
Ashton Thomas Private Wealth first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and has held it in 15 quarters since.
Ashton Thomas Private Wealth's First Trust Short Duration Managed Municipal ETF position peaked at $674K in Q1 2023.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.