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Evolution Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Evolution Wealth Management’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 		$32.8K Hold
1,640
– – 0.02% 373
2026
Q1 		$32.7K Hold
1,640
– – 0.02% 339
2025
Q4 		$32.9K Hold
1,640
– – 0.03% 295
2025
Q3 		$32.9K Hold
1,640
– – 0.03% 247
2025
Q2 		$32.6K Buy
+1,640
New +$32.5K 0.04% 223

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

Evolution Wealth Management's FSMB Position: Q2 2026 in Review

Evolution Wealth Management held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 1,640 shares worth $32.8K. The position accounts for 0.02% of the portfolio, ranked #373.

Evolution Wealth Management first reported a position in FSMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $32.9K in Q3 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Evolution Wealth Management held 1,640 shares of First Trust Short Duration Managed Municipal ETF worth $32.8K as of Q2 2026.
  • Evolution Wealth Management left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Evolution Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $32.9K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.