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Security Financial Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Security Financial Services’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 		– Sell
-54,846
Closed -$1.09M – 211
2026
Q1 		$1.09M Buy
54,846
+191
+0.3% +$3.84K 0.17% 88
2025
Q4 		$1.1M Buy
54,655
+15,913
+41% +$319K 0.17% 82
2025
Q3 		$778K Buy
38,742
+2,564
+7% +$51.3K 0.13% 89
2025
Q2 		$720K Buy
36,178
+3,706
+11% +$73.4K 0.13% 88
2025
Q1 		$645K Buy
32,472
+4,141
+15% +$82.4K 0.13% 90
2024
Q4 		$562K Sell
28,331
-3,610
-11% -$72K 0.11% 93
2024
Q3 		$639K Buy
31,941
+783
+3% +$15.6K 0.13% 84
2024
Q2 		$616K Buy
31,158
+62
+0.2% +$1.23K 0.13% 89
2024
Q1 		$617K Buy
31,096
+1,036
+3% +$20.6K 0.14% 90
2023
Q4 		$600K Buy
30,060
+330
+1% +$6.47K 0.15% 89
2023
Q3 		$576K Sell
29,730
-1,144
-4% -$22.5K 0.16% 92
2023
Q2 		$609K Sell
30,874
-83
-0.3% -$1.64K 0.17% 82
2023
Q1 		$615K Buy
30,957
+20
+0.1% +$397 0.19% 84
2022
Q4 		$611K Buy
30,937
+16,468
+114% +$323K 0.19% 82
2022
Q3 		$282K Buy
14,469
+28
+0.2% +$557 0.1% 115
2022
Q2 		$287K Buy
+14,441
New +$287K 0.09% 113

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 $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Security Financial Services's FSMB Position: Q2 2026 in Review

Security Financial Services sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026, closing a stake of 54,846 shares — an estimated $1.09M sold.

Security Financial Services first reported a position in FSMB in Q2 2022 and held it in 16 quarters. The position peaked at $1.1M in Q4 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Security Financial Services reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Security Financial Services sold 54,846 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $1.09M.
  • Security Financial Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and held it in 16 quarters.
  • Security Financial Services's First Trust Short Duration Managed Municipal ETF position peaked at $1.1M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.