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 Q2	$1.54M	Sell	76,789 -11,039	-13%	-$221K	0.03%	476
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mount Yale Investment Advisors's FSMB Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 13% in Q2 2026, selling an estimated $221K and leaving 76,789 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #476.

Mount Yale Investment Advisors first reported a position in FSMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q1 2026. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Mount Yale Investment Advisors held 76,789 shares of First Trust Short Duration Managed Municipal ETF worth $1.54M as of Q2 2026.
Mount Yale Investment Advisors sold 11,039 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $221K.
First Trust Short Duration Managed Municipal ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #476 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 4 quarters since.
Mount Yale Investment Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $1.75M in Q1 2026.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.