Financial Enhancement Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Financial Enhancement Group’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	$224K	Hold	11,498	–	–	0.03%	133
2026 Q2	$230K	Hold	11,498	–	–	0.03%	131
2026 Q1	$230K	Hold	11,498	–	–	0.03%	134
2025 Q4	$231K	Buy	+11,498	New	+$231K	0.03%	133
2022 Q4	–	Sell	-9,290	Closed	-$181K	–	184
2022 Q3	$181K	Hold	9,290	–	–	0.04%	101
2022 Q2	$184K	Hold	9,290	–	–	0.04%	100
2022 Q1	$187K	Hold	9,290	–	–	0.03%	104
2021 Q4	$193K	Hold	9,290	–	–	0.03%	103
2021 Q3	$194K	Hold	9,290	–	–	0.04%	100
2021 Q2	$194K	Hold	9,290	–	–	0.04%	90
2021 Q1	$193K	Hold	9,290	–	–	0.04%	89
2020 Q4	$193K	Hold	9,290	–	–	0.04%	96
2020 Q3	$192K	Hold	9,290	–	–	0.04%	91
2020 Q2	$191K	Hold	9,290	–	–	0.05%	91
2020 Q1	$187K	Buy	9,290 +6,890	+287%	+$141K	0.06%	90
2019 Q4	$49K	Hold	2,400	–	–	0.01%	124
2019 Q3	$49K	Buy	+2,400	New	+$49.2K	0.01%	124

Other funds holding FSMB

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Financial Enhancement Group's FSMB Position: Q3 2026 in Review

Financial Enhancement Group held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q3 2026 at 11,498 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #133.

Financial Enhancement Group first reported a position in FSMB in Q3 2019 and has held it in 17 quarters since. The position peaked at $231K in Q4 2025. 24 funds tracked by Wall St. Rank hold FSMB as of Q3 2026.

Financial Enhancement Group held 11,498 shares of First Trust Short Duration Managed Municipal ETF worth $224K as of Q3 2026.
Financial Enhancement Group left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q3 2026.
First Trust Short Duration Managed Municipal ETF made up 0.03% of Financial Enhancement Group's portfolio in Q3 2026, its #133 holding.
Financial Enhancement Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2019 and has held it in 17 quarters since.
Financial Enhancement Group's First Trust Short Duration Managed Municipal ETF position peaked at $231K in Q4 2025.
24 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.