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Capital Investment Advisory Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Capital Investment Advisory Services’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 		$414K Buy
20,743
+1,014
+5% +$20.4K 0.03% 439
2025
Q4 		$395K Buy
19,729
+612
+3% +$12.3K 0.03% 430
2025
Q3 		$384K Sell
19,117
-138
-0.7% -$2.76K 0.03% 424
2025
Q2 		$383K Buy
19,255
+2,011
+12% +$39.8K 0.03% 399
2025
Q1 		$343K Buy
17,244
+612
+4% +$12.2K 0.03% 402
2024
Q4 		$330K Buy
16,632
+1,561
+10% +$31.1K 0.03% 377
2024
Q3 		$302K Buy
15,071
+3,010
+25% +$60K 0.03% 405
2024
Q2 		$238K Buy
12,061
+1,758
+17% +$34.8K 0.02% 450
2024
Q1 		$204K Buy
10,303
+4,653
+82% +$92.6K 0.02% 482
2023
Q4 		$113K Buy
5,650
+2,950
+109% +$57.8K 0.01% 565
2023
Q3 		$52.3K Hold
2,700
– – 0.01% 626
2023
Q2 		$53.3K Sell
2,700
-50
-2% -$989 0.01% 596
2023
Q1 		$54.7K Buy
2,750
+750
+38% +$14.9K 0.01% 591
2022
Q4 		$39.5K Hold
2,000
– – ﹤0.01% 631
2022
Q3 		$39K Hold
2,000
– – 0.01% 591
2022
Q2 		$40K Hold
2,000
– – ﹤0.01% 616
2022
Q1 		$40K Hold
2,000
– – ﹤0.01% 647
2021
Q4 		$42K Sell
2,000
-2,000
-50% -$41.7K 0.01% 617
2021
Q3 		$83K Hold
4,000
– – 0.01% 524
2021
Q2 		$84K Buy
4,000
+1,000
+33% +$20.9K 0.01% 539
2021
Q1 		$62K Hold
3,000
– – 0.01% 523
2020
Q4 		$62K Buy
3,000
+2,000
+200% +$41.4K 0.01% 502
2020
Q3 		$21K Hold
1,000
– – ﹤0.01% 506
2020
Q2 		$21K Hold
1,000
– – ﹤0.01% 449
2020
Q1 		$20K Buy
+1,000
New +$20.5K ﹤0.01% 438

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Capital Investment Advisory Services's FSMB Position: Q1 2026 in Review

Capital Investment Advisory Services increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 5.1% in Q1 2026, buying an estimated $20.4K and bringing the position to 20,743 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #439.

Capital Investment Advisory Services first reported a position in FSMB in Q1 2020 and has held it in 25 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Capital Investment Advisory Services held 20,743 shares of First Trust Short Duration Managed Municipal ETF worth $414K as of Q1 2026.
  • Capital Investment Advisory Services bought 1,014 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $20.4K.
  • First Trust Short Duration Managed Municipal ETF made up 0.03% of Capital Investment Advisory Services's portfolio in Q1 2026, its #439 holding.
  • Capital Investment Advisory Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2020 and has held it in 25 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.