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 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

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

Inspirion Wealth Advisors's FSMB Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 2.3% in Q2 2026, selling an estimated $14K and leaving 29,870 shares worth $597K. The position accounts for 0.07% of the portfolio, ranked #99.

Inspirion Wealth Advisors first reported a position in FSMB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.13M in Q1 2023. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Inspirion Wealth Advisors held 29,870 shares of First Trust Short Duration Managed Municipal ETF worth $597K as of Q2 2026.
Inspirion Wealth Advisors sold 700 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $14K.
First Trust Short Duration Managed Municipal ETF made up 0.07% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #99 holding.
Inspirion Wealth Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and has held it in 17 quarters since.
Inspirion Wealth Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $1.13M in Q1 2023.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.