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International Assets Investment Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

International Assets Investment Management’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 		$300K Buy
15,013
+10
+0.1% +$200 0.02% 687
2026
Q1 		$300K Buy
15,003
+10
+0.1% +$201 0.02% 631
2025
Q4 		$301K Buy
+14,993
New +$301K 0.02% 638
2024
Q3 		– Sell
-3,883
Closed -$76.8K – 2026
2024
Q2 		$76.8K Buy
+3,883
New +$76.8K 0.01% 1027

Other funds holding FSMB

LPL Financial
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

International Assets Investment Management's FSMB Position: Q2 2026 in Review

International Assets Investment Management increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.07% in Q2 2026, buying an estimated $200 and bringing the position to 15,013 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #687.

International Assets Investment Management first reported a position in FSMB in Q2 2024 and has held it in 4 quarters since. The position peaked at $301K in Q4 2025. 111 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • International Assets Investment Management held 15,013 shares of First Trust Short Duration Managed Municipal ETF worth $300K as of Q2 2026.
  • International Assets Investment Management bought 10 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $200.
  • First Trust Short Duration Managed Municipal ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #687 holding.
  • International Assets Investment Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's First Trust Short Duration Managed Municipal ETF position peaked at $301K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.