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

Hedeker 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 Q1	$278K	Buy	13,911 +345	+3%	+$6.94K	0.06%	84
2025 Q4	$272K	Buy	13,566 +308	+2%	+$6.18K	0.06%	84
2025 Q3	$266K	Buy	13,258 +2,112	+19%	+$42.3K	0.06%	88
2025 Q2	$222K	Sell	11,146 -43,648	-80%	-$864K	0.05%	85
2025 Q1	$1.09M	Buy	54,794 +1,404	+3%	+$27.9K	0.29%	72
2024 Q4	$1.06M	Buy	+53,390	New	+$1.06M	0.26%	72
2024 Q2	–	Sell	-28,125	Closed	-$558K	–	90
2024 Q1	$558K	Sell	28,125 -1,276	-4%	-$25.4K	0.16%	83
2023 Q4	$587K	Buy	29,401 +319	+1%	+$6.25K	0.19%	82
2023 Q3	$564K	Buy	+29,082	New	+$572K	0.2%	78
2022 Q4	–	Sell	-67,921	Closed	-$1.32M	–	93
2022 Q3	$1.32M	Sell	67,921 -64,610	-49%	-$1.29M	0.52%	68
2022 Q2	$2.65M	Hold	132,531	–	–	0.91%	38
2022 Q1	$2.66M	Buy	132,531 +5,256	+4%	+$108K	0.81%	49
2021 Q4	$2.65M	Buy	127,275 +8,414	+7%	+$175K	0.77%	50
2021 Q3	$2.48M	Buy	+118,861	New	+$2.49M	0.77%	51

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Hedeker Wealth's FSMB Position: Q1 2026 in Review

Hedeker Wealth increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 2.5% in Q1 2026, buying an estimated $6.94K and bringing the position to 13,911 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #84.

Hedeker Wealth first reported a position in FSMB in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.66M in Q1 2022. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

Hedeker Wealth held 13,911 shares of First Trust Short Duration Managed Municipal ETF worth $278K as of Q1 2026.
Hedeker Wealth bought 345 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $6.94K.
First Trust Short Duration Managed Municipal ETF made up 0.06% of Hedeker Wealth's portfolio in Q1 2026, its #84 holding.
Hedeker Wealth first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2021 and has held it in 14 quarters since.
Hedeker Wealth's First Trust Short Duration Managed Municipal ETF position peaked at $2.66M in Q1 2022.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Hedeker Wealth's 13F filing for Q1 2026, filed 11 May 2026.