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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
Q2 		– Sell
-50,384
Closed -$1.01M – 1596
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Financial's FSMB Position: Q2 2026 in Review

Summit Financial sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026, closing a stake of 50,384 shares — an estimated $1.01M sold.

Summit Financial first reported a position in FSMB in Q3 2025 and held it in 3 quarters. The position peaked at $1.15M in Q3 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Summit Financial reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 50,384 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $1.01M.
  • Summit Financial first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2025 and held it in 3 quarters.
  • Summit Financial's First Trust Short Duration Managed Municipal ETF position peaked at $1.15M in Q3 2025.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.