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Holistic Planning’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Holistic Planning’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 		– Sell
-9,985
Closed -$200K – 299
2025
Q4 		$200K Buy
+9,985
New +$200K 0.04% 273

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Holistic Planning's FSMB Position: Q1 2026 in Review

Holistic Planning sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2026, closing a stake of 9,985 shares — an estimated $200K sold.

Holistic Planning first reported a position in FSMB in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Holistic Planning reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Holistic Planning sold 9,985 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $200K.
  • Holistic Planning first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and held it in 1 quarter.
  • Holistic Planning's First Trust Short Duration Managed Municipal ETF position peaked at $200K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.