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 Q3	$241K	Hold	12,400	–	–	0.02%	296
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Vaquero Private Wealth Dallas, Texas $477M AUM

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

Francis Financial $642M AUM 10.36% 1-Year Est. Return

Certified Advisory Corp's FSMB Position: Q3 2026 in Review

Certified Advisory Corp held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q3 2026 at 12,400 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #296.

Certified Advisory Corp first reported a position in FSMB in Q3 2025 and has held it in 5 quarters since. The position peaked at $249K in Q3 2025. 83 funds tracked by Wall St. Rank hold FSMB as of Q3 2026.

Certified Advisory Corp held 12,400 shares of First Trust Short Duration Managed Municipal ETF worth $241K as of Q3 2026.
Certified Advisory Corp left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q3 2026.
First Trust Short Duration Managed Municipal ETF made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #296 holding.
Certified Advisory Corp first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2025 and has held it in 5 quarters since.
Certified Advisory Corp's First Trust Short Duration Managed Municipal ETF position peaked at $249K in Q3 2025.
83 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.