Concurrent Investment Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Concurrent Investment Advisors’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	$802K	Buy	40,125 +595	+2%	+$11.9K	0.01%	1134
2026 Q1	$789K	Hold	39,530	–	–	0.01%	982
2025 Q4	$792K	Buy	39,530 +5,940	+18%	+$119K	0.01%	935
2025 Q3	$674K	Sell	33,590 -9,500	-22%	-$190K	0.01%	791
2025 Q2	$858K	Hold	43,090	–	–	0.02%	647
2025 Q1	$856K	Sell	43,090 -378	-0.9%	-$7.53K	0.02%	590
2024 Q4	$862K	Buy	43,468 +2,752	+7%	+$54.9K	0.02%	530
2024 Q3	$815K	Buy	40,716 +14,783	+57%	+$295K	0.02%	516
2024 Q2	$513K	Buy	25,933 +9,889	+62%	+$196K	0.02%	580
2024 Q1	$318K	Hold	16,044	–	–	0.01%	662
2023 Q4	$320K	Buy	+16,044	New	+$315K	0.02%	633

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 $103B AUM 28.65% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

Concurrent Investment Advisors's FSMB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 1.5% in Q2 2026, buying an estimated $11.9K and bringing the position to 40,125 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #1134.

Concurrent Investment Advisors first reported a position in FSMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $862K in Q4 2024. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Concurrent Investment Advisors held 40,125 shares of First Trust Short Duration Managed Municipal ETF worth $802K as of Q2 2026.
Concurrent Investment Advisors bought 595 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $11.9K.
First Trust Short Duration Managed Municipal ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1134 holding.
Concurrent Investment Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $862K in Q4 2024.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.