Strategy Asset Managers’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Strategy Asset Managers’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	–	Sell	-14,330	Closed	-$286K	–	274
2026 Q1	$286K	Hold	14,330	–	–	0.05%	222
2025 Q4	$287K	Buy	+14,330	New	+$287K	0.05%	217

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

Strategy Asset Managers's FSMB Position: Q2 2026 in Review

Strategy Asset Managers sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026, closing a stake of 14,330 shares — an estimated $286K sold.

Strategy Asset Managers first reported a position in FSMB in Q4 2025 and held it in 2 quarters. The position peaked at $287K in Q4 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Strategy Asset Managers reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
Strategy Asset Managers sold 14,330 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $286K.
Strategy Asset Managers first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and held it in 2 quarters.
Strategy Asset Managers's First Trust Short Duration Managed Municipal ETF position peaked at $287K in Q4 2025.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Strategy Asset Managers's 13F filing for Q2 2026, filed 14 Aug 2026.