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 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

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

Stonehaven Wealth & Tax Solutions's FSMB Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 6.3% in Q2 2026, buying an estimated $44.7K and bringing the position to 37,500 shares worth $750K. The position accounts for 0.6% of the portfolio, ranked #31.

Stonehaven Wealth & Tax Solutions first reported a position in FSMB in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 37,500 shares of First Trust Short Duration Managed Municipal ETF worth $750K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 2,236 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $44.7K.
First Trust Short Duration Managed Municipal ETF made up 0.6% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 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 3 quarters since.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.