MA
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Mutual Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Mutual 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
Q3 		$1.27M Buy
65,276
+1,883
+3% +$37.4K 0.02% 558
2026
Q2 		$1.27M Sell
63,393
-5,942
-9% -$119K 0.02% 562
2026
Q1 		$1.38M Buy
69,335
+118
+0.2% +$2.37K 0.03% 478
2025
Q4 		$1.39M Sell
69,217
-772
-1% -$15.5K 0.03% 465
2025
Q3 		$1.4M Sell
69,989
-4,410
-6% -$88.3K 0.03% 463
2025
Q2 		$1.48M Buy
74,399
+172
+0.2% +$3.4K 0.04% 389
2025
Q1 		$1.46M Sell
74,227
-2,260
-3% -$45K 0.04% 356
2024
Q4 		$1.52M Sell
76,487
-605
-0.8% -$12.1K 0.04% 354
2024
Q3 		$1.53M Buy
77,092
+256
+0.3% +$5.11K 0.04% 340
2024
Q2 		$1.53M Sell
76,836
-10,306
-12% -$204K 0.05% 338
2024
Q1 		$1.73M Buy
87,142
+12,513
+17% +$249K 0.06% 311
2023
Q4 		$1.49M Sell
74,629
-258
-0.3% -$5.06K 0.05% 335
2023
Q3 		$1.45M Sell
74,887
-10,157
-12% -$200K 0.06% 322
2023
Q2 		$1.68M Buy
85,044
+354
+0.4% +$7K 0.06% 292
2023
Q1 		$1.68M Buy
84,690
+4,002
+5% +$79.4K 0.07% 285
2022
Q4 		$1.59M Buy
80,688
+4,540
+6% +$89.1K 0.07% 283
2022
Q3 		$1.48M Sell
76,148
-1,548
-2% -$30.8K 0.08% 259
2022
Q2 		$1.54M Buy
77,696
+52,668
+210% +$1.05M 0.1% 235
2022
Q1 		$503K Buy
+25,028
New +$512K 0.03% 571

Other funds holding FSMB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
Vaquero Private Wealth
Vaquero Private Wealth Dallas, Texas $477M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
EnRich Financial Partners
EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Mutual Advisors's FSMB Position: Q3 2026 in Review

Mutual Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 3% in Q3 2026, buying an estimated $37.4K and bringing the position to 65,276 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #558.

Mutual Advisors first reported a position in FSMB in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.73M in Q1 2024. 100 funds tracked by Wall St. Rank hold FSMB as of Q3 2026.

  • Mutual Advisors held 65,276 shares of First Trust Short Duration Managed Municipal ETF worth $1.27M as of Q3 2026.
  • Mutual Advisors bought 1,883 First Trust Short Duration Managed Municipal ETF shares in Q3 2026, an estimated $37.4K.
  • First Trust Short Duration Managed Municipal ETF made up 0.02% of Mutual Advisors's portfolio in Q3 2026, its #558 holding.
  • Mutual Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2022 and has held it in 19 quarters since.
  • Mutual Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $1.73M in Q1 2024.
  • 100 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.