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Capital Financial Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Capital Financial Group’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 		$623K Buy
31,165
+265
+0.9% +$5.3K 0.33% 70
2026
Q1 		$617K Buy
30,900
+500
+2% +$10.1K 0.34% 65
2025
Q4 		$609K Buy
+30,400
New +$610K 0.34% 64

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 $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

Capital Financial Group's FSMB Position: Q2 2026 in Review

Capital Financial Group increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.86% in Q2 2026, buying an estimated $5.3K and bringing the position to 31,165 shares worth $623K. The position accounts for 0.33% of the portfolio, ranked #70.

Capital Financial Group first reported a position in FSMB in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Capital Financial Group held 31,165 shares of First Trust Short Duration Managed Municipal ETF worth $623K as of Q2 2026.
  • Capital Financial Group bought 265 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $5.3K.
  • First Trust Short Duration Managed Municipal ETF made up 0.33% of Capital Financial Group's portfolio in Q2 2026, its #70 holding.
  • Capital Financial Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

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