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

Crux Wealth 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
Q1 		$232K Buy
11,637
+25
+0.2% +$503 0.09% 167
2025
Q4 		$233K Buy
+11,612
New +$233K 0.09% 159

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Crux Wealth Advisors's FSMB Position: Q1 2026 in Review

Crux Wealth Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.22% in Q1 2026, buying an estimated $503 and bringing the position to 11,637 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #167.

Crux Wealth Advisors first reported a position in FSMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $233K in Q4 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Crux Wealth Advisors held 11,637 shares of First Trust Short Duration Managed Municipal ETF worth $232K as of Q1 2026.
  • Crux Wealth Advisors bought 25 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $503.
  • First Trust Short Duration Managed Municipal ETF made up 0.09% of Crux Wealth Advisors's portfolio in Q1 2026, its #167 holding.
  • Crux Wealth Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Crux Wealth Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $233K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.