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Cary Street Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Cary Street Partners’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 		$2.45M Buy
+122,620
New +$2.45M 0.05% 326

Other funds holding FSMB

VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
TBF
True Blue Financial Stevensville, Michigan $237M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cary Street Partners's FSMB Position: Q2 2026 in Review

Cary Street Partners opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 122,620 shares worth $2.45M. The stake represents 0.05% of the portfolio and ranks #326 among its holdings.

22 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Cary Street Partners held 122,620 shares of First Trust Short Duration Managed Municipal ETF worth $2.45M as of Q2 2026.
  • First Trust Short Duration Managed Municipal ETF was a new Cary Street Partners position in Q2 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.05% of Cary Street Partners's portfolio in Q2 2026, its #326 holding.
  • 22 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.