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

Sanctuary 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	$2.18M	Buy	108,917 +278	+0.3%	+$5.56K	0.01%	1009
2026 Q1	$2.17M	Sell	108,639 -13,572	-11%	-$273K	0.01%	920
2025 Q4	$2.45M	Buy	122,211 +4,079	+3%	+$81.8K	0.01%	820
2025 Q3	$2.37M	Hold	118,132	–	–	0.01%	801
2025 Q2	$2.35M	Buy	118,132 +31,963	+37%	+$633K	0.01%	775
2025 Q1	$1.71M	Sell	86,169 -9,434	-10%	-$188K	0.01%	846
2024 Q4	$1.9M	Sell	95,603 -220	-0.2%	-$4.39K	0.01%	887
2024 Q3	$1.91M	Buy	95,823 +6,487	+7%	+$129K	0.01%	888
2024 Q2	$1.76M	Buy	+89,336	New	+$1.77M	0.01%	880

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 $77.5B AUM 28.19% 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

Sanctuary Advisors's FSMB Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.26% in Q2 2026, buying an estimated $5.56K and bringing the position to 108,917 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #1009.

Sanctuary Advisors first reported a position in FSMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.45M in Q4 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Sanctuary Advisors held 108,917 shares of First Trust Short Duration Managed Municipal ETF worth $2.18M as of Q2 2026.
Sanctuary Advisors bought 278 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $5.56K.
First Trust Short Duration Managed Municipal ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1009 holding.
Sanctuary Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $2.45M in Q4 2025.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.