Gateway Wealth Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Gateway Wealth Partners’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	$3.53M	Sell	176,814 -57,226	-24%	-$1.14M	0.21%	122
2026 Q1	$4.67M	Buy	234,040 +118,592	+103%	+$2.39M	0.18%	141
2025 Q4	$2.31M	Buy	115,448 +10,879	+10%	+$218K	0.26%	107
2025 Q3	$2.1M	Buy	+104,569	New	+$2.09M	0.28%	95
2023 Q1	–	Sell	-12,429	Closed	-$245K	–	235
2022 Q4	$245K	Buy	+12,429	New	+$244K	0.04%	166

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 $104B AUM 28.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Gateway Wealth Partners's FSMB Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 24% in Q2 2026, selling an estimated $1.14M and leaving 176,814 shares worth $3.53M. The position accounts for 0.21% of the portfolio, ranked #122.

Gateway Wealth Partners first reported a position in FSMB in Q4 2022 and has held it in 5 quarters since. The position peaked at $4.67M in Q1 2026. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Gateway Wealth Partners held 176,814 shares of First Trust Short Duration Managed Municipal ETF worth $3.53M as of Q2 2026.
Gateway Wealth Partners sold 57,226 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $1.14M.
First Trust Short Duration Managed Municipal ETF made up 0.21% of Gateway Wealth Partners's portfolio in Q2 2026, its #122 holding.
Gateway Wealth Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and has held it in 5 quarters since.
Gateway Wealth Partners's First Trust Short Duration Managed Municipal ETF position peaked at $4.67M in Q1 2026.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.