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FSMB icon

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

Foronjy Financial’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 		– Sell
-15,757
Closed -$315K – 113
2026
Q1 		$315K Sell
15,757
-292
-2% -$5.88K 0.13% 73
2025
Q4 		$322K Sell
16,049
-2,688
-14% -$53.9K 0.13% 68
2025
Q3 		$376K Sell
18,737
-1,571
-8% -$31.4K 0.16% 60
2025
Q2 		$404K Buy
+20,308
New +$402K 0.19% 54

Other funds holding FSMB

RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Foronjy Financial's FSMB Position: Q2 2026 in Review

Foronjy Financial sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026, closing a stake of 15,757 shares — an estimated $315K sold.

Foronjy Financial first reported a position in FSMB in Q2 2025 and held it in 4 quarters. The position peaked at $404K in Q2 2025. 64 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Foronjy Financial reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Foronjy Financial sold 15,757 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $315K.
  • Foronjy Financial first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2025 and held it in 4 quarters.
  • Foronjy Financial's First Trust Short Duration Managed Municipal ETF position peaked at $404K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.