Genesis Private Wealth’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Genesis Private Wealth’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	$1.59M	Buy	79,646 +6,978	+10%	+$140K	0.45%	51
2026 Q1	$1.45M	Buy	72,668 +1,679	+2%	+$33.8K	0.46%	52
2025 Q4	$1.42M	Buy	70,989 +5,334	+8%	+$107K	0.44%	49
2025 Q3	$1.32M	Buy	65,655 +6,209	+10%	+$124K	0.55%	36
2025 Q2	$1.18M	Buy	59,446 +3,205	+6%	+$63.5K	0.56%	33
2025 Q1	$1.12M	Buy	56,241 +2,817	+5%	+$56.1K	0.59%	33
2024 Q4	$1.06M	Buy	+53,424	New	+$1.07M	0.58%	34

Other funds holding FSMB

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

TBF

True Blue Financial Stevensville, Michigan $237M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Genesis Private Wealth's FSMB Position: Q2 2026 in Review

Genesis Private Wealth increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 9.6% in Q2 2026, buying an estimated $140K and bringing the position to 79,646 shares worth $1.59M. The position accounts for 0.45% of the portfolio, ranked #51.

Genesis Private Wealth first reported a position in FSMB in Q4 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Genesis Private Wealth held 79,646 shares of First Trust Short Duration Managed Municipal ETF worth $1.59M as of Q2 2026.
Genesis Private Wealth bought 6,978 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $140K.
First Trust Short Duration Managed Municipal ETF made up 0.45% of Genesis Private Wealth's portfolio in Q2 2026, its #51 holding.
Genesis Private Wealth first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2024 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.