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

Sowell 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	$776K	Sell	38,832 -24,903	-39%	-$498K	0.03%	526
2026 Q1	$1.27M	Sell	63,735 -15,624	-20%	-$314K	0.05%	390
2025 Q4	$1.59M	Sell	79,359 -38,375	-33%	-$770K	0.06%	327
2025 Q3	$2.36M	Buy	117,734 +514	+0.4%	+$10.3K	0.09%	246
2025 Q2	$2.33M	Buy	117,220 +447	+0.4%	+$8.85K	0.1%	218
2025 Q1	$2.32M	Buy	116,773 +408	+0.4%	+$8.12K	0.11%	202
2024 Q4	$2.31M	Buy	+116,365	New	+$2.32M	0.12%	188
2023 Q2	–	Sell	-12,920	Closed	-$257K	–	647
2023 Q1	$257K	Buy	+12,920	New	+$256K	0.02%	615

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

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

Sowell Financial Services reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 39% in Q2 2026, selling an estimated $498K and leaving 38,832 shares worth $776K. The position accounts for 0.03% of the portfolio, ranked #526.

Sowell Financial Services first reported a position in FSMB in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.36M in Q3 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Sowell Financial Services held 38,832 shares of First Trust Short Duration Managed Municipal ETF worth $776K as of Q2 2026.
Sowell Financial Services sold 24,903 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $498K.
First Trust Short Duration Managed Municipal ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #526 holding.
Sowell Financial Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2023 and has held it in 8 quarters since.
Sowell Financial Services's First Trust Short Duration Managed Municipal ETF position peaked at $2.36M in Q3 2025.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.