IFG Advisory’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

IFG Advisory’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	$207K	Buy	+10,342	New	+$207K	0.01%	860
2026 Q1	–	Sell	-10,342	Closed	-$207K	–	522
2025 Q4	$207K	Hold	10,342	–	–	0.01%	729
2025 Q3	$208K	Hold	10,342	–	–	0.01%	744
2025 Q2	$206K	Buy	+10,342	New	+$205K	0.01%	715
2024 Q4	–	Sell	-10,253	Closed	-$205K	–	676
2024 Q3	$205K	Buy	10,253 +75	+0.7%	+$1.5K	0.01%	366
2024 Q2	$201K	Buy	+10,178	New	+$201K	0.01%	599

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 $103B AUM 28.65% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

IFG Advisory's FSMB Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 10,342 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #860 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FSMB as recently as Q4 2025.

IFG Advisory first reported a position in FSMB in Q2 2024 and has held it in 6 quarters since. The position peaked at $208K in Q3 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

IFG Advisory held 10,342 shares of First Trust Short Duration Managed Municipal ETF worth $207K as of Q2 2026.
First Trust Short Duration Managed Municipal ETF was a new IFG Advisory position in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #860 holding.
IFG Advisory first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2024 and has held it in 6 quarters since.
IFG Advisory's First Trust Short Duration Managed Municipal ETF position peaked at $208K in Q3 2025.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.