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 Q2	–	Sell	-12,000	Closed	-$240K	–	470
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 $1.89T 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

Naples Global Advisors's FSMB Position: Q2 2026 in Review

Naples Global Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026, closing a stake of 12,000 shares — an estimated $240K sold.

Naples Global Advisors first reported a position in FSMB in Q4 2023 and held it in 10 quarters. The position peaked at $270K in Q3 2024. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Naples Global Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
Naples Global Advisors sold 12,000 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $240K.
Naples Global Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2023 and held it in 10 quarters.
Naples Global Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $270K in Q3 2024.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.