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 Q3	$1.52M	Sell	78,265 -7,828	-9%	-$155K	0.26%	65
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Vaquero Private Wealth Dallas, Texas $477M AUM

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

Francis Financial $642M AUM 10.36% 1-Year Est. Return

Hobart Private Capital's FSMB Position: Q3 2026 in Review

Hobart Private Capital reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 9.1% in Q3 2026, selling an estimated $155K and leaving 78,265 shares worth $1.52M. The position accounts for 0.26% of the portfolio, ranked #65.

Hobart Private Capital first reported a position in FSMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.72M in Q2 2026. 83 funds tracked by Wall St. Rank hold FSMB as of Q3 2026.

Hobart Private Capital held 78,265 shares of First Trust Short Duration Managed Municipal ETF worth $1.52M as of Q3 2026.
Hobart Private Capital sold 7,828 First Trust Short Duration Managed Municipal ETF shares in Q3 2026, an estimated $155K.
First Trust Short Duration Managed Municipal ETF made up 0.26% of Hobart Private Capital's portfolio in Q3 2026, its #65 holding.
Hobart Private Capital first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2023 and has held it in 12 quarters since.
Hobart Private Capital's First Trust Short Duration Managed Municipal ETF position peaked at $1.72M in Q2 2026.
83 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2026.

Based on Hobart Private Capital's 13F filing for Q3 2026, filed 19 Oct 2026.