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 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

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

Farther Finance Advisors's FSMB Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 26% in Q2 2026, buying an estimated $75.6K and bringing the position to 18,302 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Farther Finance Advisors first reported a position in FSMB in Q2 2024 and has held it in 8 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Farther Finance Advisors held 18,302 shares of First Trust Short Duration Managed Municipal ETF worth $366K as of Q2 2026.
Farther Finance Advisors bought 3,779 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $75.6K.
First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1792 holding.
Farther Finance Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2024 and has held it in 8 quarters since.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.