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

Summit Wealth Partners’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	$471K	Buy	23,542 +148	+0.6%	+$2.96K	0.07%	182
2026 Q1	$467K	Hold	23,394	–	–	0.07%	173
2025 Q4	$469K	Hold	23,394	–	–	0.09%	131
2025 Q3	$470K	Buy	23,394 +510	+2%	+$10.2K	0.08%	137
2025 Q2	$456K	Hold	22,884	–	–	0.09%	137
2025 Q1	$455K	Buy	22,884 +57	+0.2%	+$1.14K	0.09%	132
2024 Q4	$453K	Buy	22,827 +5,496	+32%	+$110K	0.09%	129
2024 Q3	$347K	Hold	17,331	–	–	0.07%	178
2024 Q2	$343K	Buy	17,331 +1,464	+9%	+$28.9K	0.07%	164
2024 Q1	$315K	Hold	15,867	–	–	0.07%	172
2023 Q4	$317K	Buy	15,867 +600	+4%	+$11.8K	0.07%	154
2023 Q3	$296K	Buy	+15,267	New	+$300K	0.08%	144

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

Summit Wealth Partners's FSMB Position: Q2 2026 in Review

Summit Wealth Partners increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.63% in Q2 2026, buying an estimated $2.96K and bringing the position to 23,542 shares worth $471K. The position accounts for 0.07% of the portfolio, ranked #182.

Summit Wealth Partners first reported a position in FSMB in Q3 2023 and has held it in 12 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Summit Wealth Partners held 23,542 shares of First Trust Short Duration Managed Municipal ETF worth $471K as of Q2 2026.
Summit Wealth Partners bought 148 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $2.96K.
First Trust Short Duration Managed Municipal ETF made up 0.07% of Summit Wealth Partners's portfolio in Q2 2026, its #182 holding.
Summit Wealth Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2023 and has held it in 12 quarters since.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.