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

Prime Capital 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	$257K	Buy	12,853 +79	+0.6%	+$1.58K	﹤0.01%	922
2026 Q1	$255K	Buy	12,774 +78	+0.6%	+$1.57K	﹤0.01%	896
2025 Q4	$254K	Sell	12,696 -15,767	-55%	-$316K	﹤0.01%	881
2025 Q3	$572K	Buy	28,463 +199	+0.7%	+$3.98K	0.01%	602
2025 Q2	$563K	Buy	28,264 +591	+2%	+$11.7K	0.01%	580
2025 Q1	$550K	Buy	27,673 +2,660	+11%	+$53K	0.01%	640
2024 Q4	$496K	Sell	25,013 -11,160	-31%	-$223K	0.01%	571
2024 Q3	$724K	Hold	36,173	–	–	0.01%	504
2024 Q2	$715K	Hold	36,173	–	–	0.01%	495
2024 Q1	$717K	Hold	36,173	–	–	0.01%	532
2023 Q4	$722K	Hold	36,173	–	–	0.01%	490
2023 Q3	$701K	Sell	36,173 -4,425	-11%	-$87K	0.01%	403
2023 Q2	$801K	Buy	+40,598	New	+$803K	0.02%	393

Other funds holding FSMB

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 $103B AUM 28.65% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Prime Capital Investment Advisors's FSMB Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.62% in Q2 2026, buying an estimated $1.58K and bringing the position to 12,853 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Prime Capital Investment Advisors first reported a position in FSMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $801K in Q2 2023. 111 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Prime Capital Investment Advisors held 12,853 shares of First Trust Short Duration Managed Municipal ETF worth $257K as of Q2 2026.
Prime Capital Investment Advisors bought 79 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $1.58K.
First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #922 holding.
Prime Capital Investment Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2023 and has held it in 13 quarters since.
Prime Capital Investment Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $801K in Q2 2023.
111 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.