Coppell Advisory Solutions’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Coppell Advisory Solutions’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	$20.7K	Buy	+17,345	New	+$347K	﹤0.01%	480
2025 Q1	–	Sell	-12,026	Closed	-$238K	–	891
2024 Q4	$238K	Buy	12,026 +9,500	+376%	+$189K	0.03%	253
2024 Q3	$50.6K	Sell	2,526 -2,117	-46%	-$42.2K	0.01%	547
2024 Q2	$91.8K	Buy	+4,643	New	+$91.8K	0.02%	377
2023 Q4	$83.7K	Buy	4,196 +3,889	+1,267%	+$76.2K	0.02%	392
2023 Q3	$6.06K	Sell	307 -5,081	-94%	-$99.9K	﹤0.01%	687
2023 Q2	$106K	Buy	+5,388	New	+$107K	0.03%	260
2023 Q1	–	Sell	-307	Closed	-$6.06K	–	531
2022 Q4	$6.06K	Buy	+307	New	+$6.03K	﹤0.01%	691

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

Coppell Advisory Solutions's FSMB Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 17,345 shares worth $20.7K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FSMB as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in FSMB in Q4 2022 and has held it in 8 quarters since. The position peaked at $238K in Q4 2024. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Coppell Advisory Solutions held 17,345 shares of First Trust Short Duration Managed Municipal ETF worth $20.7K as of Q2 2026.
First Trust Short Duration Managed Municipal ETF was a new Coppell Advisory Solutions position in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #480 holding.
Coppell Advisory Solutions first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and has held it in 8 quarters since.
Coppell Advisory Solutions's First Trust Short Duration Managed Municipal ETF position peaked at $238K in Q4 2024.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.