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 Q3	$10K	Buy	517 +4	+0.8%	+$79	﹤0.01%	1351
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

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

CX Institutional's FSMB Position: Q3 2026 in Review

CX Institutional increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.78% in Q3 2026, buying an estimated $79 and bringing the position to 517 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

CX Institutional first reported a position in FSMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $60K in Q4 2025. 5 funds tracked by Wall St. Rank hold FSMB as of Q3 2026.

CX Institutional held 517 shares of First Trust Short Duration Managed Municipal ETF worth $10K as of Q3 2026.
CX Institutional bought 4 First Trust Short Duration Managed Municipal ETF shares in Q3 2026, an estimated $79.
First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1351 holding.
CX Institutional first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's First Trust Short Duration Managed Municipal ETF position peaked at $60K in Q4 2025.
5 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.