MYIA
FSMB icon

Mount Yale Investment Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Mount Yale Investment Advisors’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 		$1.75M Buy
87,828
+19,453
+28% +$391K 0.04% 400
2025
Q4 		$1.37M Sell
68,375
-3,171
-4% -$63.6K 0.07% 253
2025
Q3 		$1.44M Buy
+71,546
New +$1.43M 0.1% 212

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

Mount Yale Investment Advisors's FSMB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 28% in Q1 2026, buying an estimated $391K and bringing the position to 87,828 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #400.

Mount Yale Investment Advisors first reported a position in FSMB in Q3 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Mount Yale Investment Advisors held 87,828 shares of First Trust Short Duration Managed Municipal ETF worth $1.75M as of Q1 2026.
  • Mount Yale Investment Advisors bought 19,453 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $391K.
  • First Trust Short Duration Managed Municipal ETF made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #400 holding.
  • Mount Yale Investment Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.