Stonehaven Wealth & Tax Solutions’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Stonehaven Wealth & Tax Solutions’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 Q3	$684K	Sell	35,126 -2,374	-6%	-$47.1K	0.65%	31
2026 Q2	$750K	Buy	37,500 +2,236	+6%	+$44.7K	0.6%	31
2026 Q1	$704K	Buy	35,264 +11,099	+46%	+$223K	0.62%	32
2025 Q4	$484K	Buy	+24,165	New	+$485K	0.44%	39

Other funds holding FSMB

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Insight Inv LLC El Segundo, California $210M AUM 43.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's FSMB Position: Q3 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 6.3% in Q3 2026, selling an estimated $47.1K and leaving 35,126 shares worth $684K. The position accounts for 0.65% of the portfolio, ranked #31.

Stonehaven Wealth & Tax Solutions first reported a position in FSMB in Q4 2025 and has held it in 4 quarters since. The position peaked at $750K in Q2 2026. 34 funds tracked by Wall St. Rank hold FSMB as of Q3 2026.

Stonehaven Wealth & Tax Solutions held 35,126 shares of First Trust Short Duration Managed Municipal ETF worth $684K as of Q3 2026.
Stonehaven Wealth & Tax Solutions sold 2,374 First Trust Short Duration Managed Municipal ETF shares in Q3 2026, an estimated $47.1K.
First Trust Short Duration Managed Municipal ETF made up 0.65% of Stonehaven Wealth & Tax Solutions's portfolio in Q3 2026, its #31 holding.
Stonehaven Wealth & Tax Solutions first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and has held it in 4 quarters since.
Stonehaven Wealth & Tax Solutions's First Trust Short Duration Managed Municipal ETF position peaked at $750K in Q2 2026.
34 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q3 2026, filed 22 Oct 2026.