CX Institutional’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

CX Institutional’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	$10K	Buy	513 +4	+0.8%	+$80	﹤0.01%	1288
2026 Q1	$10K	Sell	509 -2,496	-83%	-$50.2K	﹤0.01%	1294
2025 Q4	$60K	Buy	3,005 +2,504	+500%	+$50.2K	﹤0.01%	942
2025 Q3	$10K	Buy	501 +1	+0.2%	+$20	﹤0.01%	1191
2025 Q2	$10K	Hold	500	–	–	﹤0.01%	1037
2025 Q1	$10K	Buy	+500	New	+$9.95K	﹤0.01%	1012

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

CX Institutional's FSMB Position: Q2 2026 in Review

CX Institutional increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.79% in Q2 2026, buying an estimated $80 and bringing the position to 513 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

CX Institutional first reported a position in FSMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $60K in Q4 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

CX Institutional held 513 shares of First Trust Short Duration Managed Municipal ETF worth $10K as of Q2 2026.
CX Institutional bought 4 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $80.
First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1288 holding.
CX Institutional first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2025 and has held it in 6 quarters since.
CX Institutional's First Trust Short Duration Managed Municipal ETF position peaked at $60K in Q4 2025.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.