EdgeRock Capital’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

EdgeRock Capital’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	$212K	Hold	10,592	–	–	0.05%	132
2026 Q1	$211K	Buy	+10,592	New	+$213K	0.06%	123
2024 Q3	–	Sell	-4,603	Closed	-$91K	–	152
2024 Q2	$91K	Buy	+4,603	New	+$91K	0.07%	78
2024 Q1	–	Sell	-5,111	Closed	-$102K	–	176
2023 Q4	$102K	Buy	+5,111	New	+$100K	0.07%	75
2022 Q4	–	Sell	-1,268	Closed	-$25K	–	184
2022 Q3	$25K	Buy	+1,268	New	+$25.2K	0.01%	146

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

EdgeRock Capital's FSMB Position: Q2 2026 in Review

EdgeRock Capital held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 10,592 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #132.

EdgeRock Capital first reported a position in FSMB in Q3 2022 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

EdgeRock Capital held 10,592 shares of First Trust Short Duration Managed Municipal ETF worth $212K as of Q2 2026.
EdgeRock Capital left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up 0.05% of EdgeRock Capital's portfolio in Q2 2026, its #132 holding.
EdgeRock Capital first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and has held it in 5 quarters since.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.