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

Inspirion Wealth Advisors’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	$581K	Hold	29,870	–	–	0.07%	103
2026 Q2	$597K	Sell	29,870 -700	-2%	-$14K	0.07%	99
2026 Q1	$610K	Sell	30,570 -8,725	-22%	-$176K	0.08%	94
2025 Q4	$788K	Sell	39,295 -335	-0.8%	-$6.72K	0.1%	83
2025 Q3	$793K	Buy	39,630 +5,335	+16%	+$107K	0.11%	69
2025 Q2	$683K	Sell	34,295 -1,200	-3%	-$23.8K	0.09%	80
2025 Q1	$705K	Sell	35,495 -333	-0.9%	-$6.63K	0.1%	77
2024 Q4	$712K	Sell	35,828 -3,802	-10%	-$75.8K	0.1%	75
2024 Q3	$793K	Sell	39,630 -7,125	-15%	-$142K	0.11%	69
2024 Q2	$924K	Hold	46,755	–	–	0.14%	60
2024 Q1	$927K	Hold	46,755	–	–	0.15%	61
2023 Q4	$933K	Hold	46,755	–	–	0.17%	56
2023 Q3	$906K	Sell	46,755 -10,000	-18%	-$197K	0.18%	54
2023 Q2	$1.12M	Hold	56,755	–	–	0.21%	49
2023 Q1	$1.13M	Buy	56,755 +8,505	+18%	+$169K	0.23%	45
2022 Q4	$952K	Hold	48,250	–	–	0.2%	49
2022 Q3	$941K	Sell	48,250 -1,000	-2%	-$19.9K	0.21%	45
2022 Q2	$978K	Buy	+49,250	New	+$979K	0.21%	49

Other funds holding FSMB

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 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

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Insight Inv LLC El Segundo, California $210M AUM 43.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Inspirion Wealth Advisors's FSMB Position: Q3 2026 in Review

Inspirion Wealth Advisors held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q3 2026 at 29,870 shares worth $581K. The position accounts for 0.07% of the portfolio, ranked #103.

Inspirion Wealth Advisors first reported a position in FSMB in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.13M in Q1 2023. 35 funds tracked by Wall St. Rank hold FSMB as of Q3 2026.

Inspirion Wealth Advisors held 29,870 shares of First Trust Short Duration Managed Municipal ETF worth $581K as of Q3 2026.
Inspirion Wealth Advisors left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q3 2026.
First Trust Short Duration Managed Municipal ETF made up 0.07% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #103 holding.
Inspirion Wealth Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and has held it in 18 quarters since.
Inspirion Wealth Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $1.13M in Q1 2023.
35 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.