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 Q2	$268K	Hold	13,417	–	–	0.01%	630
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 $1.89T 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 $72.2B AUM 27.85% 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

Capital Analysts LLC's FSMB Position: Q2 2026 in Review

Capital Analysts LLC held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 13,417 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #630.

Capital Analysts LLC first reported a position in FSMB in Q3 2022 and has held it in 16 quarters since. The position peaked at $386K in Q3 2022. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Capital Analysts LLC held 13,417 shares of First Trust Short Duration Managed Municipal ETF worth $268K as of Q2 2026.
Capital Analysts LLC left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #630 holding.
Capital Analysts LLC first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and has held it in 16 quarters since.
Capital Analysts LLC's First Trust Short Duration Managed Municipal ETF position peaked at $386K in Q3 2022.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.