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 Q2	$736K	Buy	36,797 +4,852	+15%	+$97K	0.1%	139
2026 Q1	$638K	Buy	31,945 +3,826	+14%	+$77K	0.1%	130
2025 Q4	$564K	Buy	+28,119	New	+$564K	0.08%	195

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

Keating Financial Advisory Services's FSMB Position: Q2 2026 in Review

Keating Financial Advisory Services increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 15% in Q2 2026, buying an estimated $97K and bringing the position to 36,797 shares worth $736K. The position accounts for 0.1% of the portfolio, ranked #139.

Keating Financial Advisory Services first reported a position in FSMB in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Keating Financial Advisory Services held 36,797 shares of First Trust Short Duration Managed Municipal ETF worth $736K as of Q2 2026.
Keating Financial Advisory Services bought 4,852 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $97K.
First Trust Short Duration Managed Municipal ETF made up 0.1% of Keating Financial Advisory Services's portfolio in Q2 2026, its #139 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 3 quarters since.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.