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Keating Financial Advisory Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Keating Financial Advisory Services’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
Q1 		$638K Buy
31,945
+3,826
+14% +$77K 0.1% 130
2025
Q4 		$564K Buy
+28,119
New +$564K 0.08% 195

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Morgan Stanley
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RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Keating Financial Advisory Services's FSMB Position: Q1 2026 in Review

Keating Financial Advisory Services increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 14% in Q1 2026, buying an estimated $77K and bringing the position to 31,945 shares worth $638K. The position accounts for 0.1% of the portfolio, ranked #130.

Keating Financial Advisory Services first reported a position in FSMB in Q4 2025 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Keating Financial Advisory Services held 31,945 shares of First Trust Short Duration Managed Municipal ETF worth $638K as of Q1 2026.
  • Keating Financial Advisory Services bought 3,826 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $77K.
  • First Trust Short Duration Managed Municipal ETF made up 0.1% of Keating Financial Advisory Services's portfolio in Q1 2026, its #130 holding.
  • Keating Financial Advisory Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.