Hobart Private Capital’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Hobart Private Capital’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	$1.72M	Buy	86,093 +19,221	+29%	+$384K	0.3%	59
2026 Q1	$1.33M	Buy	66,872 +10,205	+18%	+$205K	0.26%	57
2025 Q4	$1.14M	Hold	56,667	–	–	0.22%	66
2025 Q3	$1.14M	Buy	56,667 +19,636	+53%	+$393K	0.24%	60
2025 Q2	$737K	Sell	37,031 -29,812	-45%	-$590K	0.17%	65
2025 Q1	$1.33M	Sell	66,843 -4,561	-6%	-$90.8K	0.33%	49
2024 Q4	$1.42M	Buy	71,404 +291	+0.4%	+$5.8K	0.35%	44
2024 Q3	$1.42M	Buy	71,113 +89	+0.1%	+$1.78K	0.36%	39
2024 Q2	$1.4M	Buy	71,024 +35,596	+100%	+$704K	0.4%	38
2024 Q1	$703K	Buy	35,428 +5,737	+19%	+$114K	0.21%	44
2023 Q4	$592K	Buy	+29,691	New	+$582K	0.2%	42

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

Hobart Private Capital's FSMB Position: Q2 2026 in Review

Hobart Private Capital increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 29% in Q2 2026, buying an estimated $384K and bringing the position to 86,093 shares worth $1.72M. The position accounts for 0.3% of the portfolio, ranked #59.

Hobart Private Capital first reported a position in FSMB in Q4 2023 and has held it in 11 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Hobart Private Capital held 86,093 shares of First Trust Short Duration Managed Municipal ETF worth $1.72M as of Q2 2026.
Hobart Private Capital bought 19,221 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $384K.
First Trust Short Duration Managed Municipal ETF made up 0.3% of Hobart Private Capital's portfolio in Q2 2026, its #59 holding.
Hobart Private Capital first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2023 and has held it in 11 quarters since.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.