IWA
FSMB icon

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

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return