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

Snowden Capital 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	$282K	Sell	14,091 -6,894	-33%	-$138K	0.01%	1093
2026 Q1	$419K	Buy	20,985 +182	+0.9%	+$3.66K	0.01%	874
2025 Q4	$417K	Buy	20,803 +5,490	+36%	+$110K	0.01%	900
2025 Q3	$307K	Buy	15,313 +2,976	+24%	+$59.6K	0.01%	1019
2025 Q2	$246K	Sell	12,337 -4,560	-27%	-$90.3K	0.01%	1091
2025 Q1	$336K	Sell	16,897 -9,495	-36%	-$189K	0.01%	926
2024 Q4	$524K	Sell	26,392 -1,804	-6%	-$36K	0.02%	757
2024 Q3	$564K	Sell	28,196 -1,581	-5%	-$31.5K	0.02%	720
2024 Q2	$589K	Sell	29,777 -10,898	-27%	-$215K	0.02%	672
2024 Q1	$807K	Buy	40,675 +5,778	+17%	+$115K	0.03%	565
2023 Q4	$696K	Buy	34,897 +1,627	+5%	+$31.9K	0.03%	551
2023 Q3	$645K	Sell	33,270 -9,127	-22%	-$179K	0.03%	536
2023 Q2	$837K	Sell	42,397 -4,554	-10%	-$90.1K	0.03%	511
2023 Q1	$933K	Buy	46,951 +12,631	+37%	+$251K	0.04%	473
2022 Q4	$677K	Sell	34,320 -34,216	-50%	-$672K	0.03%	576
2022 Q3	$1.34M	Sell	68,536 -74,545	-52%	-$1.48M	0.06%	348
2022 Q2	$2.84M	Buy	143,081 +11,485	+9%	+$228K	0.13%	204
2022 Q1	$2.64M	Buy	131,596 +61,326	+87%	+$1.25M	0.11%	221
2021 Q4	$1.46M	Buy	+70,270	New	+$1.46M	0.07%	278
2020 Q4	–	Sell	-11,000	Closed	-$227K	–	678
2020 Q3	$227K	Hold	11,000	–	–	0.02%	519
2020 Q2	$226K	Hold	11,000	–	–	0.02%	509
2020 Q1	$221K	Hold	11,000	–	–	0.02%	485
2019 Q4	$225K	Buy	+11,000	New	+$225K	0.02%	547

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 $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

Snowden Capital Advisors's FSMB Position: Q2 2026 in Review

Snowden Capital Advisors reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 33% in Q2 2026, selling an estimated $138K and leaving 14,091 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #1093.

Snowden Capital Advisors first reported a position in FSMB in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.84M in Q2 2022. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Snowden Capital Advisors held 14,091 shares of First Trust Short Duration Managed Municipal ETF worth $282K as of Q2 2026.
Snowden Capital Advisors sold 6,894 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $138K.
First Trust Short Duration Managed Municipal ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1093 holding.
Snowden Capital Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2019 and has held it in 23 quarters since.
Snowden Capital Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $2.84M in Q2 2022.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

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