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Brookstone Capital Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Brookstone Capital 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
Q2 		$288K Buy
14,403
+2,244
+18% +$44.9K ﹤0.01% 1116
2026
Q1 		$243K Buy
+12,159
New +$245K ﹤0.01% 1101

Other funds holding FSMB

PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
TBF
True Blue Financial Stevensville, Michigan $237M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CHIAL
Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Brookstone Capital Management's FSMB Position: Q2 2026 in Review

Brookstone Capital Management increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 18% in Q2 2026, buying an estimated $44.9K and bringing the position to 14,403 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Brookstone Capital Management first reported a position in FSMB in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Brookstone Capital Management held 14,403 shares of First Trust Short Duration Managed Municipal ETF worth $288K as of Q2 2026.
  • Brookstone Capital Management bought 2,244 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $44.9K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1116 holding.
  • Brookstone Capital Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.