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

Summit Financial’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 		$1.01M Sell
50,384
-837
-2% -$16.8K 0.01% 775
2025
Q4 		$1.03M Sell
51,221
-6,029
-11% -$121K 0.02% 665
2025
Q3 		$1.15M Buy
+57,250
New +$1.15M 0.02% 609

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

Summit Financial's FSMB Position: Q1 2026 in Review

Summit Financial reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 1.6% in Q1 2026, selling an estimated $16.8K and leaving 50,384 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #775.

Summit Financial first reported a position in FSMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q3 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Summit Financial held 50,384 shares of First Trust Short Duration Managed Municipal ETF worth $1.01M as of Q1 2026.
  • Summit Financial sold 837 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $16.8K.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #775 holding.
  • Summit Financial first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's First Trust Short Duration Managed Municipal ETF position peaked at $1.15M in Q3 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.