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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
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

Stonehaven Wealth & Tax Solutions's FSMB Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 46% in Q1 2026, buying an estimated $223K and bringing the position to 35,264 shares worth $704K. The position accounts for 0.62% of the portfolio, ranked #32.

Stonehaven Wealth & Tax Solutions first reported a position in FSMB in Q4 2025 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 35,264 shares of First Trust Short Duration Managed Municipal ETF worth $704K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 11,099 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $223K.
  • First Trust Short Duration Managed Municipal ETF made up 0.62% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #32 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 2 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.