MOS
FSMB icon

MGO One Seven’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

MGO One Seven’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 		$1.89M Buy
94,710
+6,292
+7% +$127K 0.04% 472
2025
Q4 		$1.77M Buy
+88,418
New +$1.77M 0.04% 469

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MGO One Seven's FSMB Position: Q1 2026 in Review

MGO One Seven increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 7.1% in Q1 2026, buying an estimated $127K and bringing the position to 94,710 shares worth $1.89M. The position accounts for 0.04% of the portfolio, ranked #472.

MGO One Seven first reported a position in FSMB in Q4 2025 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • MGO One Seven held 94,710 shares of First Trust Short Duration Managed Municipal ETF worth $1.89M as of Q1 2026.
  • MGO One Seven bought 6,292 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $127K.
  • First Trust Short Duration Managed Municipal ETF made up 0.04% of MGO One Seven's portfolio in Q1 2026, its #472 holding.
  • MGO One Seven first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.