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LVZ Inc’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

LVZ Inc’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 		$201K Hold
10,053
– – 0.02% 172
2026
Q1 		$201K Hold
10,053
– – 0.02% 152
2025
Q4 		$202K Hold
10,053
– – 0.02% 162
2025
Q3 		$202K Hold
10,053
– – 0.02% 154
2025
Q2 		$200K Sell
10,053
-15
-0.1% -$297 0.02% 150
2025
Q1 		$200K Hold
10,068
– – 0.03% 142
2024
Q4 		$200K Hold
10,068
– – 0.03% 143
2024
Q3 		$201K Hold
10,068
– – 0.03% 142
2024
Q2 		$199K Hold
10,068
– – 0.03% 136
2024
Q1 		$200K Hold
10,068
– – 0.03% 135
2023
Q4 		$201K Hold
10,068
– – 0.03% 133
2023
Q3 		$195K Hold
10,068
– – 0.03% 117
2023
Q2 		$199K Hold
10,068
– – 0.03% 138
2023
Q1 		$200K Sell
10,068
-5,167
-34% -$103K 0.03% 141
2022
Q4 		$301K Hold
15,235
– – 0.05% 99
2022
Q3 		$297K Hold
15,235
– – 0.05% 81
2022
Q2 		$302K Hold
15,235
– – 0.05% 81
2022
Q1 		$306K Sell
15,235
-2,900
-16% -$59.3K 0.04% 85
2021
Q4 		$377K Sell
18,135
-6,435
-26% -$134K 0.05% 70
2021
Q3 		$513K Buy
24,570
+4,900
+25% +$103K 0.07% 53
2021
Q2 		$411K Sell
19,670
-4,790
-20% -$100K 0.06% 62
2021
Q1 		$509K Hold
24,460
– – 0.08% 56
2020
Q4 		$509K Hold
24,460
– – 0.09% 55
2020
Q3 		$505K Hold
24,460
– – 0.1% 47
2020
Q2 		$502K Hold
24,460
– – 0.11% 51
2020
Q1 		$492K Buy
+24,460
New +$501K 0.12% 41
2019
Q3 		– Sell
-9,840
Closed -$201K – 80
2019
Q2 		$201K Buy
+9,840
New +$200K 0.05% 72

Other funds holding FSMB

VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
TBF
True Blue Financial Stevensville, Michigan $237M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

LVZ Inc's FSMB Position: Q2 2026 in Review

LVZ Inc held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 10,053 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #172.

LVZ Inc first reported a position in FSMB in Q2 2019 and has held it in 27 quarters since. The position peaked at $513K in Q3 2021. 22 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • LVZ Inc held 10,053 shares of First Trust Short Duration Managed Municipal ETF worth $201K as of Q2 2026.
  • LVZ Inc left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.02% of LVZ Inc's portfolio in Q2 2026, its #172 holding.
  • LVZ Inc first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2019 and has held it in 27 quarters since.
  • LVZ Inc's First Trust Short Duration Managed Municipal ETF position peaked at $513K in Q3 2021.
  • 22 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.