EnRich Financial Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

EnRich Financial Partners’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	$8.8M	Buy	440,062 +24,443	+6%	+$489K	2.09%	14
2026 Q1	$8.3M	Buy	415,619 +19,496	+5%	+$392K	2.2%	13
2025 Q4	$7.94M	Buy	396,123 +12,443	+3%	+$250K	2.16%	14
2025 Q3	$7.7M	Buy	383,680 +1,818	+0.5%	+$36.4K	2.19%	14
2025 Q2	$7.6M	Buy	381,862 +7,477	+2%	+$148K	2.33%	14
2025 Q1	$7.44M	Buy	374,385 +33,286	+10%	+$663K	2.5%	14
2024 Q4	$6.77M	Buy	341,099 +37,099	+12%	+$740K	2.25%	14
2024 Q3	$6.08M	Buy	304,000 +13,922	+5%	+$278K	2.03%	14
2024 Q2	$5.73M	Sell	290,078 -14,438	-5%	-$285K	2.1%	14
2024 Q1	$6.04M	Sell	304,516 -41,576	-12%	-$827K	2.26%	14
2023 Q4	$6.9M	Buy	+346,092	New	+$6.78M	2.88%	13

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 $104B AUM 28.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

EnRich Financial Partners's FSMB Position: Q2 2026 in Review

EnRich Financial Partners increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 5.9% in Q2 2026, buying an estimated $489K and bringing the position to 440,062 shares worth $8.8M. The position accounts for 2.09% of the portfolio, ranked #14.

EnRich Financial Partners first reported a position in FSMB in Q4 2023 and has held it in 11 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

EnRich Financial Partners held 440,062 shares of First Trust Short Duration Managed Municipal ETF worth $8.8M as of Q2 2026.
EnRich Financial Partners bought 24,443 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $489K.
First Trust Short Duration Managed Municipal ETF made up 2.09% of EnRich Financial Partners's portfolio in Q2 2026, its #14 holding.
EnRich Financial Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2023 and has held it in 11 quarters since.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.