RMR Wealth Builders’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

RMR Wealth Builders’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	$23M	Buy	1,151,454 +74,187	+7%	+$1.48M	1.43%	13
2026 Q1	$21.5M	Buy	1,077,267 +54,045	+5%	+$1.09M	1.69%	12
2025 Q4	$20.5M	Buy	1,023,222 +79,371	+8%	+$1.59M	1.64%	13
2025 Q3	$19M	Buy	943,851 +81,683	+9%	+$1.63M	1.59%	15
2025 Q2	$17.2M	Buy	862,168 +49,158	+6%	+$973K	1.56%	15
2025 Q1	$16.2M	Buy	813,010 +100,756	+14%	+$2.01M	1.7%	15
2024 Q4	$14.1M	Buy	712,254 +6,133	+0.9%	+$122K	1.46%	17
2024 Q3	$14.1M	Buy	706,121 +63,662	+10%	+$1.27M	1.5%	16
2024 Q2	$12.7M	Buy	642,459 +34,026	+6%	+$673K	1.46%	17
2024 Q1	$12.1M	Buy	608,433 +129,078	+27%	+$2.57M	1.46%	17
2023 Q4	$9.56M	Buy	479,355 +86,600	+22%	+$1.7M	1.34%	16
2023 Q3	$7.61M	Buy	392,755 +8,713	+2%	+$171K	1.22%	18
2023 Q2	$7.58M	Buy	384,042 +103,369	+37%	+$2.05M	1.29%	18
2023 Q1	$5.58M	Buy	280,673 +80,405	+40%	+$1.6M	1.06%	20
2022 Q4	$3.95M	Sell	200,268 -33,320	-14%	-$654K	0.9%	23
2022 Q3	$4.55M	Buy	233,588 +112,803	+93%	+$2.24M	1.11%	21
2022 Q2	$2.4M	Buy	120,785 +31,399	+35%	+$624K	0.6%	29
2022 Q1	$1.79M	Buy	89,386 +52,994	+146%	+$1.08M	0.39%	42
2021 Q4	$757K	Buy	+36,392	New	+$759K	0.22%	46

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

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

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

RMR Wealth Builders's FSMB Position: Q2 2026 in Review

RMR Wealth Builders increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 6.9% in Q2 2026, buying an estimated $1.48M and bringing the position to 1,151,454 shares worth $23M. The position accounts for 1.43% of the portfolio, ranked #13.

RMR Wealth Builders first reported a position in FSMB in Q4 2021 and has held it in 19 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

RMR Wealth Builders held 1,151,454 shares of First Trust Short Duration Managed Municipal ETF worth $23M as of Q2 2026.
RMR Wealth Builders bought 74,187 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $1.48M.
First Trust Short Duration Managed Municipal ETF made up 1.43% of RMR Wealth Builders's portfolio in Q2 2026, its #13 holding.
RMR Wealth Builders first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2021 and has held it in 19 quarters since.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.