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FSMB icon

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

Shade Tree 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
Q1 		– Sell
-10,866
Closed -$218K – 32
2025
Q4 		$218K Buy
+10,866
New +$218K 0.17% 35

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RWB
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Shade Tree Advisors's FSMB Position: Q1 2026 in Review

Shade Tree Advisors sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2026, closing a stake of 10,866 shares — an estimated $218K sold.

Shade Tree Advisors first reported a position in FSMB in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Shade Tree Advisors reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Shade Tree Advisors sold 10,866 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $218K.
  • Shade Tree Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and held it in 1 quarter.
  • Shade Tree Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $218K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Shade Tree Advisors's 13F filing for Q1 2026, filed 12 May 2026.