Kingsview Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Kingsview Wealth 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 Q1	–	Sell	-10,000	Closed	-$200K	–	1368
2025 Q4	$200K	Hold	10,000	–	–	﹤0.01%	1180
2025 Q3	$201K	Hold	10,000	–	–	﹤0.01%	1144
2025 Q2	$199K	Hold	10,000	–	–	﹤0.01%	1112
2025 Q1	$199K	Hold	10,000	–	–	﹤0.01%	1042
2024 Q4	$198K	Sell	10,000 -1,262	-11%	-$25.2K	﹤0.01%	1060
2024 Q3	$225K	Hold	11,262	–	–	﹤0.01%	990
2024 Q2	$223K	Buy	+11,262	New	+$223K	0.01%	947

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Kingsview Wealth Management's FSMB Position: Q1 2026 in Review

Kingsview Wealth Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2026, closing a stake of 10,000 shares — an estimated $200K sold.

Kingsview Wealth Management first reported a position in FSMB in Q2 2024 and held it in 7 quarters. The position peaked at $225K in Q3 2024. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

Kingsview Wealth Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
Kingsview Wealth Management sold 10,000 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $200K.
Kingsview Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2024 and held it in 7 quarters.
Kingsview Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $225K in Q3 2024.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.