Chilton Capital Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Chilton Capital 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 Q2	$249K	Hold	12,453	–	–	0.01%	215
2026 Q1	$249K	Hold	12,453	–	–	0.01%	219
2025 Q4	$250K	Hold	12,453	–	–	0.01%	207
2025 Q3	$250K	Hold	12,453	–	–	0.01%	214
2025 Q2	$248K	Hold	12,453	–	–	0.01%	209
2025 Q1	$247K	Hold	12,453	–	–	0.01%	204
2024 Q4	$247K	Hold	12,453	–	–	0.01%	207
2024 Q3	$249K	Hold	12,453	–	–	0.01%	212
2024 Q2	$246K	Hold	12,453	–	–	0.01%	210
2024 Q1	$247K	Hold	12,453	–	–	0.01%	220
2023 Q4	$248K	Hold	12,453	–	–	0.01%	217
2023 Q3	$241K	Hold	12,453	–	–	0.01%	201
2023 Q2	$246K	Hold	12,453	–	–	0.01%	205
2023 Q1	$248K	Hold	12,453	–	–	0.01%	201
2022 Q4	$246K	Hold	12,453	–	–	0.02%	209
2022 Q3	$243K	Buy	+12,453	New	+$248K	0.02%	195

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Chilton Capital Management's FSMB Position: Q2 2026 in Review

Chilton Capital Management held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 12,453 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #215.

Chilton Capital Management first reported a position in FSMB in Q3 2022 and has held it in 16 quarters since. The position peaked at $250K in Q3 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Chilton Capital Management held 12,453 shares of First Trust Short Duration Managed Municipal ETF worth $249K as of Q2 2026.
Chilton Capital Management left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up 0.01% of Chilton Capital Management's portfolio in Q2 2026, its #215 holding.
Chilton Capital Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and has held it in 16 quarters since.
Chilton Capital Management's First Trust Short Duration Managed Municipal ETF position peaked at $250K in Q3 2025.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.