Core Wealth Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Core Wealth Partners’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	–	Sell	-11,230	Closed	-$224K	–	192
2026 Q1	$224K	Sell	11,230 -8,601	-43%	-$173K	0.1%	154
2025 Q4	$398K	Sell	19,831 -5,799	-23%	-$116K	0.18%	108
2025 Q3	$515K	Hold	25,630	–	–	0.24%	92
2025 Q2	$510K	Sell	25,630 -11,415	-31%	-$226K	0.26%	84
2025 Q1	$736K	Sell	37,045 -26,182	-41%	-$521K	0.43%	58
2024 Q4	$1.25M	Buy	63,227 +4,370	+7%	+$87.1K	0.72%	35
2024 Q3	$1.18M	Buy	58,857 +34,642	+143%	+$691K	0.71%	34
2024 Q2	$479K	Buy	24,215 +1,880	+8%	+$37.2K	0.33%	69
2024 Q1	$443K	Buy	+22,335	New	+$444K	0.33%	63

Other funds holding FSMB

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

TBF

True Blue Financial Stevensville, Michigan $237M AUM

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

Core Wealth Partners's FSMB Position: Q2 2026 in Review

Core Wealth Partners sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026, closing a stake of 11,230 shares — an estimated $224K sold.

Core Wealth Partners first reported a position in FSMB in Q1 2024 and held it in 9 quarters. The position peaked at $1.25M in Q4 2024. 22 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Core Wealth Partners reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
Core Wealth Partners sold 11,230 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $224K.
Core Wealth Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2024 and held it in 9 quarters.
Core Wealth Partners's First Trust Short Duration Managed Municipal ETF position peaked at $1.25M in Q4 2024.
22 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.