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FSMB icon

Hazlett, Burt & Watson’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Hazlett, Burt & Watson’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 		$55K Hold
2,750
– – 0.01% 451
2026
Q1 		$55K Hold
2,750
– – 0.02% 432
2025
Q4 		$55K Buy
2,750
+1,450
+112% +$29.1K 0.02% 432
2025
Q3 		$26K Buy
+1,300
New +$26K 0.01% 515

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

Hazlett, Burt & Watson's FSMB Position: Q2 2026 in Review

Hazlett, Burt & Watson held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 2,750 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #451.

Hazlett, Burt & Watson first reported a position in FSMB in Q3 2025 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Hazlett, Burt & Watson held 2,750 shares of First Trust Short Duration Managed Municipal ETF worth $55K as of Q2 2026.
  • Hazlett, Burt & Watson left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #451 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.