Capital Analysts LLC’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Capital Analysts LLC’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	$268K	Buy	13,417 +2,482	+23%	+$49.9K	0.01%	584
2025 Q4	$219K	Hold	10,935	–	–	0.01%	599
2025 Q3	$220K	Hold	10,935	–	–	0.01%	581
2025 Q2	$218K	Hold	10,935	–	–	0.01%	536
2025 Q1	$217K	Buy	10,935 +1,496	+16%	+$29.8K	0.01%	518
2024 Q4	$187K	Hold	9,439	–	–	0.01%	500
2024 Q3	$189K	Sell	9,439 -600	-6%	-$12K	0.01%	476
2024 Q2	$198K	Hold	10,039	–	–	0.01%	458
2024 Q1	$199K	Hold	10,039	–	–	0.01%	444
2023 Q4	$200K	Sell	10,039 -511	-5%	-$10K	0.01%	422
2023 Q3	$205K	Buy	10,550 +3,416	+48%	+$67.2K	0.01%	389
2023 Q2	$141K	Buy	7,134 +1	+0%	+$20	0.01%	418
2023 Q1	$142K	Buy	7,133 +281	+4%	+$5.58K	0.01%	417
2022 Q4	$135K	Sell	6,852 -12,960	-65%	-$254K	0.01%	443
2022 Q3	$386K	Buy	+19,812	New	+$394K	0.03%	290

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

Capital Analysts LLC's FSMB Position: Q1 2026 in Review

Capital Analysts LLC increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 23% in Q1 2026, buying an estimated $49.9K and bringing the position to 13,417 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #584.

Capital Analysts LLC first reported a position in FSMB in Q3 2022 and has held it in 15 quarters since. The position peaked at $386K in Q3 2022. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

Capital Analysts LLC held 13,417 shares of First Trust Short Duration Managed Municipal ETF worth $268K as of Q1 2026.
Capital Analysts LLC bought 2,482 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $49.9K.
First Trust Short Duration Managed Municipal ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #584 holding.
Capital Analysts LLC first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and has held it in 15 quarters since.
Capital Analysts LLC's First Trust Short Duration Managed Municipal ETF position peaked at $386K in Q3 2022.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.