BlackDiamond Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

BlackDiamond Wealth Management’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	–	Sell	-10,310	Closed	-$208K	–	210
2025 Q4	$208K	Sell	10,310 -609	-6%	-$12.2K	0.1%	191
2025 Q3	$219K	Buy	10,919 +284	+3%	+$5.68K	0.12%	157
2025 Q2	$212K	Sell	10,635 -502	-5%	-$9.94K	0.12%	155
2025 Q1	$221K	Hold	11,137	–	–	0.15%	139
2024 Q4	$221K	Hold	11,137	–	–	0.13%	148
2024 Q3	$222K	Sell	11,137 -246	-2%	-$4.91K	0.13%	153
2024 Q2	$227K	Buy	+11,383	New	+$225K	0.15%	132

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 $218M AUM 13.38% 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

BlackDiamond Wealth Management's FSMB Position: Q1 2026 in Review

BlackDiamond Wealth Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2026, closing a stake of 10,310 shares — an estimated $208K sold.

BlackDiamond Wealth Management first reported a position in FSMB in Q2 2024 and held it in 7 quarters. The position peaked at $227K in Q2 2024. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

BlackDiamond Wealth Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
BlackDiamond Wealth Management sold 10,310 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $208K.
BlackDiamond Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2024 and held it in 7 quarters.
BlackDiamond Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $227K in Q2 2024.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.