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Castle Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Castle Wealth Management’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 		$1.04M Buy
51,942
+25,739
+98% +$518K 0.34% 64
2025
Q4 		$525K Buy
26,203
+7,955
+44% +$160K 0.17% 77
2025
Q3 		$366K Hold
18,248
– – 0.12% 88
2025
Q2 		$363K Buy
18,248
+6,500
+55% +$129K 0.13% 88
2025
Q1 		$233K Hold
11,748
– – 0.09% 113
2024
Q4 		$233K Buy
+11,748
New +$234K 0.09% 106
2024
Q2 		– Sell
-14,224
Closed -$282K – 119
2024
Q1 		$282K Sell
14,224
-564
-4% -$11.2K 0.15% 103
2023
Q4 		$295K Buy
+14,788
New +$290K 0.18% 97

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

Castle Wealth Management's FSMB Position: Q1 2026 in Review

Castle Wealth Management increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 98% in Q1 2026, buying an estimated $518K and bringing the position to 51,942 shares worth $1.04M. The position accounts for 0.34% of the portfolio, ranked #64.

Castle Wealth Management first reported a position in FSMB in Q4 2023 and has held it in 8 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Castle Wealth Management held 51,942 shares of First Trust Short Duration Managed Municipal ETF worth $1.04M as of Q1 2026.
  • Castle Wealth Management bought 25,739 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $518K.
  • First Trust Short Duration Managed Municipal ETF made up 0.34% of Castle Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Castle Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2023 and has held it in 8 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.