Naples Global Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Naples Global 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	$240K	Hold	12,000	–	–	0.02%	414
2025 Q4	$241K	Hold	12,000	–	–	0.02%	410
2025 Q3	$241K	Hold	12,000	–	–	0.02%	405
2025 Q2	$239K	Hold	12,000	–	–	0.02%	391
2025 Q1	$238K	Sell	12,000 -1,500	-11%	-$29.9K	0.02%	374
2024 Q4	$268K	Hold	13,500	–	–	0.03%	360
2024 Q3	$270K	Hold	13,500	–	–	0.03%	359
2024 Q2	$267K	Hold	13,500	–	–	0.03%	350
2024 Q1	$268K	Hold	13,500	–	–	0.03%	360
2023 Q4	$269K	Buy	+13,500	New	+$265K	0.03%	356

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Naples Global Advisors's FSMB Position: Q1 2026 in Review

Naples Global Advisors held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q1 2026 at 12,000 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #414.

Naples Global Advisors first reported a position in FSMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $270K in Q3 2024. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

Naples Global Advisors held 12,000 shares of First Trust Short Duration Managed Municipal ETF worth $240K as of Q1 2026.
Naples Global Advisors left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q1 2026.
First Trust Short Duration Managed Municipal ETF made up 0.02% of Naples Global Advisors's portfolio in Q1 2026, its #414 holding.
Naples Global Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2023 and has held it in 10 quarters since.
Naples Global Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $270K in Q3 2024.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.