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

CoreCap 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	$240K	Buy	12,017 +2,876	+31%	+$57.5K	0.01%	795
2026 Q1	$182K	Buy	9,141 +2,383	+35%	+$47.9K	0.01%	831
2025 Q4	$135K	Buy	6,758 +4,817	+248%	+$96.6K	﹤0.01%	924
2025 Q3	$39K	Hold	1,941	–	–	﹤0.01%	1415
2025 Q2	$38.6K	Buy	+1,941	New	+$38.4K	﹤0.01%	1354

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

CoreCap Advisors's FSMB Position: Q2 2026 in Review

CoreCap Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 31% in Q2 2026, buying an estimated $57.5K and bringing the position to 12,017 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #795.

CoreCap Advisors first reported a position in FSMB in Q2 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

CoreCap Advisors held 12,017 shares of First Trust Short Duration Managed Municipal ETF worth $240K as of Q2 2026.
CoreCap Advisors bought 2,876 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $57.5K.
First Trust Short Duration Managed Municipal ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #795 holding.
CoreCap Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2025 and has held it in 5 quarters since.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.