Benjamin Edwards Inc’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Benjamin Edwards Inc’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	$345K	Buy	+17,258	New	+$345K	﹤0.01%	1179

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

Benjamin Edwards Inc's FSMB Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 17,258 shares worth $345K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

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

Benjamin Edwards Inc held 17,258 shares of First Trust Short Duration Managed Municipal ETF worth $345K as of Q2 2026.
First Trust Short Duration Managed Municipal ETF was a new Benjamin Edwards Inc position in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1179 holding.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.