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Golden State Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Golden State Wealth Management’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 		$23.8K Buy
1,188
+9
+0.8% +$180 ﹤0.01% 917
2026
Q1 		$23.5K Sell
1,179
-11,396
-91% -$229K ﹤0.01% 877
2025
Q4 		$252K Buy
12,575
+9
+0.1% +$180 0.03% 355
2025
Q3 		$252K Buy
12,566
+9
+0.1% +$180 0.03% 339
2025
Q2 		$250K Sell
12,557
-4,685
-27% -$92.8K 0.03% 331
2025
Q1 		$343K Sell
17,242
-2,371
-12% -$47.2K 0.05% 273
2024
Q4 		$389K Buy
+19,613
New +$391K 0.06% 230

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Golden State Wealth Management's FSMB Position: Q2 2026 in Review

Golden State Wealth Management increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.76% in Q2 2026, buying an estimated $180 and bringing the position to 1,188 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Golden State Wealth Management first reported a position in FSMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $389K in Q4 2024. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Golden State Wealth Management held 1,188 shares of First Trust Short Duration Managed Municipal ETF worth $23.8K as of Q2 2026.
  • Golden State Wealth Management bought 9 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $180.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #917 holding.
  • Golden State Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $389K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.