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Dynamic Advisor Solutions’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Dynamic Advisor Solutions’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 		$2.24M Buy
112,127
+8,356
+8% +$167K 0.06% 308
2026
Q1 		$2.07M Buy
103,771
+20,883
+25% +$420K 0.07% 303
2025
Q4 		$1.66M Buy
82,888
+5,750
+7% +$115K 0.05% 339
2025
Q3 		$1.55M Buy
77,138
+25,732
+50% +$515K 0.05% 373
2025
Q2 		$1.02M Buy
51,406
+3,578
+7% +$70.8K 0.03% 451
2025
Q1 		$950K Buy
47,828
+31,935
+201% +$636K 0.03% 430
2024
Q4 		$315K Buy
+15,893
New +$317K 0.01% 519
2023
Q2 		– Sell
-12,796
Closed -$254K – 818
2023
Q1 		$254K Sell
12,796
-10,092
-44% -$200K 0.01% 637
2022
Q4 		$452K Buy
22,888
+10,228
+81% +$201K 0.03% 467
2022
Q3 		$247K Buy
12,660
+1,755
+16% +$34.9K 0.02% 572
2022
Q2 		$216K Buy
+10,905
New +$217K 0.02% 629

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Dynamic Advisor Solutions's FSMB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 8.1% in Q2 2026, buying an estimated $167K and bringing the position to 112,127 shares worth $2.24M. The position accounts for 0.06% of the portfolio, ranked #308.

Dynamic Advisor Solutions first reported a position in FSMB in Q2 2022 and has held it in 11 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Dynamic Advisor Solutions held 112,127 shares of First Trust Short Duration Managed Municipal ETF worth $2.24M as of Q2 2026.
  • Dynamic Advisor Solutions bought 8,356 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $167K.
  • First Trust Short Duration Managed Municipal ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #308 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and has held it in 11 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.