CAC
FSMB icon

Certified Advisory Corp’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Certified Advisory Corp’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 		$248K Hold
12,400
– – 0.02% 289
2026
Q1 		$248K Hold
12,400
– – 0.02% 286
2025
Q4 		$249K Hold
12,400
– – 0.02% 290
2025
Q3 		$249K Buy
+12,400
New +$248K 0.02% 285

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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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

Certified Advisory Corp's FSMB Position: Q2 2026 in Review

Certified Advisory Corp held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 12,400 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #289.

Certified Advisory Corp first reported a position in FSMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $249K in Q3 2025. 22 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Certified Advisory Corp held 12,400 shares of First Trust Short Duration Managed Municipal ETF worth $248K as of Q2 2026.
  • Certified Advisory Corp left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #289 holding.
  • Certified Advisory Corp first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • Certified Advisory Corp's First Trust Short Duration Managed Municipal ETF position peaked at $249K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.