LFASL
FSMB icon

Lugano Financial Advisors SA (LFA)’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$60K Buy
+3,000
New +$60K 0.04% 146

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s FSMB Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 3,000 shares worth $60K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings.

139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 3,000 shares of First Trust Short Duration Managed Municipal ETF worth $60K as of Q2 2026.
  • First Trust Short Duration Managed Municipal ETF was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.04% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #146 holding.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.