FFA
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Farther Finance Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Farther Finance Advisors’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 		$370K Buy
19,020
+718
+4% +$14.3K ﹤0.01% 1831
2026
Q2 		$366K Buy
18,302
+3,779
+26% +$75.6K ﹤0.01% 1792
2026
Q1 		$290K Buy
14,523
+1,042
+8% +$21K ﹤0.01% 1755
2025
Q4 		$270K Buy
13,481
+7,842
+139% +$157K ﹤0.01% 1717
2025
Q3 		$113K Buy
5,639
+485
+9% +$9.71K ﹤0.01% 1968
2025
Q2 		$103K Buy
5,154
+1,180
+30% +$23.4K ﹤0.01% 1749
2025
Q1 		$79.1K Sell
3,974
-96
-2% -$1.91K ﹤0.01% 1658
2024
Q4 		$80.7K Buy
+4,070
New +$81.2K ﹤0.01% 1408
2024
Q3 		– Sell
-838
Closed -$16.5K – 4047
2024
Q2 		$16.5K Buy
+838
New +$16.6K ﹤0.01% 1846

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
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's FSMB Position: Q3 2026 in Review

Farther Finance Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 3.9% in Q3 2026, buying an estimated $14.3K and bringing the position to 19,020 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Farther Finance Advisors first reported a position in FSMB in Q2 2024 and has held it in 9 quarters since. 5 funds tracked by Wall St. Rank hold FSMB as of Q3 2026.

  • Farther Finance Advisors held 19,020 shares of First Trust Short Duration Managed Municipal ETF worth $370K as of Q3 2026.
  • Farther Finance Advisors bought 718 First Trust Short Duration Managed Municipal ETF shares in Q3 2026, an estimated $14.3K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1831 holding.
  • Farther Finance Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2024 and has held it in 9 quarters since.
  • 5 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.