One Plus One Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

One Plus One Wealth Management’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	$422K	Hold	21,119	–	–	0.18%	73
2026 Q1	$422K	Hold	21,119	–	–	0.18%	68
2025 Q4	$423K	Sell	21,119 -1,234	-6%	-$24.7K	0.2%	72
2025 Q3	$449K	Sell	22,353 -16,755	-43%	-$335K	0.22%	66
2025 Q2	$778K	Buy	39,108 +5,023	+15%	+$99.4K	0.42%	48
2025 Q1	$677K	Buy	34,085 +109	+0.3%	+$2.17K	0.37%	54
2024 Q4	$674K	Sell	33,976 -600	-2%	-$12K	0.4%	51
2024 Q3	$692K	Sell	34,576 -1,537	-4%	-$30.7K	0.41%	51
2024 Q2	$714K	Sell	36,113 -467	-1%	-$9.23K	0.41%	48
2024 Q1	$726K	Hold	36,580	–	–	0.42%	50
2023 Q4	$730K	Hold	36,580	–	–	0.44%	48
2023 Q3	$709K	Sell	36,580 -506	-1%	-$9.95K	0.46%	45
2023 Q2	$732K	Buy	37,086 +17,991	+94%	+$356K	0.47%	44
2023 Q1	$380K	Buy	19,095 +2,901	+18%	+$57.6K	0.27%	56
2022 Q4	$320K	Buy	+16,194	New	+$318K	0.22%	71

Other funds holding FSMB

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

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

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

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

EFP

EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

One Plus One Wealth Management's FSMB Position: Q2 2026 in Review

One Plus One Wealth Management held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 21,119 shares worth $422K. The position accounts for 0.18% of the portfolio, ranked #73.

One Plus One Wealth Management first reported a position in FSMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $778K in Q2 2025. 66 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

One Plus One Wealth Management held 21,119 shares of First Trust Short Duration Managed Municipal ETF worth $422K as of Q2 2026.
One Plus One Wealth Management left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up 0.18% of One Plus One Wealth Management's portfolio in Q2 2026, its #73 holding.
One Plus One Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and has held it in 15 quarters since.
One Plus One Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $778K in Q2 2025.
66 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on One Plus One Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.