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Cannon Financial Strategists’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Cannon Financial Strategists’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 		$254K Hold
12,706
– – 0.03% 114
2026
Q1 		$254K Buy
+12,706
New +$256K 0.03% 91

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cannon Financial Strategists's FSMB Position: Q2 2026 in Review

Cannon Financial Strategists held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 12,706 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #114.

Cannon Financial Strategists first reported a position in FSMB in Q1 2026 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Cannon Financial Strategists held 12,706 shares of First Trust Short Duration Managed Municipal ETF worth $254K as of Q2 2026.
  • Cannon Financial Strategists left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.03% of Cannon Financial Strategists's portfolio in Q2 2026, its #114 holding.
  • Cannon Financial Strategists first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.