SWP
FSMB icon

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

RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

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. 69 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.
  • 69 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.