Foster Victor Wealth Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Foster Victor Wealth 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	$555K	Buy	27,768 +328	+1%	+$6.56K	0.03%	173
2026 Q1	$549K	Buy	27,440 +277	+1%	+$5.57K	0.03%	162
2025 Q4	$547K	Sell	27,163 -554	-2%	-$11.1K	0.03%	153
2025 Q3	$557K	Sell	27,717 -526	-2%	-$10.5K	0.03%	143
2025 Q2	$563K	Buy	28,243 +151	+0.5%	+$2.99K	0.04%	135
2025 Q1	$554K	Buy	28,092 +222	+0.8%	+$4.42K	0.04%	128
2024 Q4	$554K	Buy	27,870 +1,793	+7%	+$35.8K	0.04%	129
2024 Q3	$522K	Buy	26,077 +53	+0.2%	+$1.06K	0.04%	129
2024 Q2	$517K	Sell	26,024 -19	-0.1%	-$376	0.04%	128
2024 Q1	$515K	Buy	+26,043	New	+$518K	0.05%	116
2023 Q2	–	Sell	-11,950	Closed	-$238K	–	163
2023 Q1	$238K	Sell	11,950 -190	-2%	-$3.77K	0.03%	144
2022 Q4	$241K	Buy	+12,140	New	+$238K	0.03%	134

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

Foster Victor Wealth Advisors's FSMB Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 1.2% in Q2 2026, buying an estimated $6.56K and bringing the position to 27,768 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #173.

Foster Victor Wealth Advisors first reported a position in FSMB in Q4 2022 and has held it in 12 quarters since. The position peaked at $563K in Q2 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Foster Victor Wealth Advisors held 27,768 shares of First Trust Short Duration Managed Municipal ETF worth $555K as of Q2 2026.
Foster Victor Wealth Advisors bought 328 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $6.56K.
First Trust Short Duration Managed Municipal ETF made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #173 holding.
Foster Victor Wealth Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and has held it in 12 quarters since.
Foster Victor Wealth Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $563K in Q2 2025.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.