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FSMB icon

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
Q3 		– Sell
-12,017
Closed -$240K – 3238
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

AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors's FSMB Position: Q3 2026 in Review

CoreCap Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2026, closing a stake of 12,017 shares — an estimated $240K sold.

CoreCap Advisors first reported a position in FSMB in Q2 2025 and held it in 5 quarters. The position peaked at $240K in Q2 2026. 5 funds tracked by Wall St. Rank hold FSMB as of Q3 2026.

  • CoreCap Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 12,017 First Trust Short Duration Managed Municipal ETF shares in Q3 2026, an estimated $240K.
  • CoreCap Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2025 and held it in 5 quarters.
  • CoreCap Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $240K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.