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OneDigital Investment Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

OneDigital 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 		$441K Buy
22,039
+5,667
+35% +$113K ﹤0.01% 1095
2026
Q1 		$327K Buy
+16,372
New +$329K ﹤0.01% 1140
2024
Q2 		– Sell
-11,189
Closed -$222K – 1382
2024
Q1 		$222K Sell
11,189
-488
-4% -$9.71K ﹤0.01% 1007
2023
Q4 		$233K Sell
11,677
-3,163
-21% -$62K ﹤0.01% 1001
2023
Q3 		$288K Sell
14,840
-1,426
-9% -$28K 0.01% 819
2023
Q2 		$321K Sell
16,266
-1,192
-7% -$23.6K 0.01% 801
2023
Q1 		$347K Buy
17,458
+840
+5% +$16.7K 0.01% 726
2022
Q4 		$328K Sell
16,618
-715
-4% -$14K 0.01% 643
2022
Q3 		$338K Sell
17,333
-956
-5% -$19K 0.01% 563
2022
Q2 		$363K Buy
18,289
+3,970
+28% +$78.9K 0.02% 510
2022
Q1 		$288K Buy
14,319
+2,269
+19% +$46.4K 0.01% 611
2021
Q4 		$251K Sell
12,050
-179
-1% -$3.73K 0.01% 648
2021
Q3 		$255K Buy
+12,229
New +$256K 0.01% 615
2021
Q2 		– Sell
-14,001
Closed -$291K – 761
2021
Q1 		$291K Sell
14,001
-14,281
-50% -$298K 0.01% 516
2020
Q4 		$589K Sell
28,282
-19,344
-41% -$400K 0.03% 324
2020
Q3 		$984K Sell
47,626
-352
-0.7% -$7.27K 0.07% 199
2020
Q2 		$985K Buy
47,978
+8,093
+20% +$164K 0.07% 209
2020
Q1 		$802K Buy
+39,885
New +$816K 0.07% 221

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OneDigital Investment Advisors's FSMB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 35% in Q2 2026, buying an estimated $113K and bringing the position to 22,039 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

OneDigital Investment Advisors first reported a position in FSMB in Q1 2020 and has held it in 18 quarters since. The position peaked at $985K in Q2 2020. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • OneDigital Investment Advisors held 22,039 shares of First Trust Short Duration Managed Municipal ETF worth $441K as of Q2 2026.
  • OneDigital Investment Advisors bought 5,667 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $113K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1095 holding.
  • OneDigital Investment Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2020 and has held it in 18 quarters since.
  • OneDigital Investment Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $985K in Q2 2020.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.