Keystone Wealth Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Keystone Wealth 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	$330K	Hold	16,500	–	–	0.06%	244
2026 Q1	$329K	Hold	16,500	–	–	0.07%	232
2025 Q4	$331K	Hold	16,500	–	–	0.07%	196
2025 Q3	$331K	Hold	16,500	–	–	0.07%	233
2025 Q2	$328K	Buy	16,500 +5,000	+43%	+$99K	0.08%	217
2025 Q1	$229K	Hold	11,500	–	–	0.06%	239
2024 Q4	$228K	Hold	11,500	–	–	0.06%	231
2024 Q3	$230K	Hold	11,500	–	–	0.06%	230
2024 Q2	$227K	Hold	11,500	–	–	0.07%	213
2024 Q1	$228K	Hold	11,500	–	–	0.07%	200
2023 Q4	$229K	Hold	11,500	–	–	0.08%	194
2023 Q3	$223K	Hold	11,500	–	–	0.08%	190
2023 Q2	$227K	Hold	11,500	–	–	0.08%	187
2023 Q1	$229K	Hold	11,500	–	–	0.09%	175
2022 Q4	$227K	Sell	11,500 -2,500	-18%	-$49.1K	0.1%	168
2022 Q3	$273K	Hold	14,000	–	–	0.13%	126
2022 Q2	$278K	Hold	14,000	–	–	0.12%	131
2022 Q1	$281K	Hold	14,000	–	–	0.11%	142
2021 Q4	$291K	Buy	+14,000	New	+$292K	0.12%	133

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

Keystone Wealth Services's FSMB Position: Q2 2026 in Review

Keystone Wealth Services held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 16,500 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #244.

Keystone Wealth Services first reported a position in FSMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $331K in Q3 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Keystone Wealth Services held 16,500 shares of First Trust Short Duration Managed Municipal ETF worth $330K as of Q2 2026.
Keystone Wealth Services left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up 0.06% of Keystone Wealth Services's portfolio in Q2 2026, its #244 holding.
Keystone Wealth Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2021 and has held it in 19 quarters since.
Keystone Wealth Services's First Trust Short Duration Managed Municipal ETF position peaked at $331K in Q3 2025.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.