TruWealth Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

TruWealth Advisors’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	$13.3M	Buy	668,643 +49,075	+8%	+$987K	0.64%	52
2025 Q4	$12.4M	Sell	619,568 -22,422	-3%	-$450K	0.61%	53
2025 Q3	$12.9M	Buy	641,990 +19,201	+3%	+$384K	0.65%	44
2025 Q2	$12.4M	Buy	622,789 +31,661	+5%	+$627K	0.68%	41
2025 Q1	$11.7M	Buy	591,128 +43,566	+8%	+$867K	0.71%	43
2024 Q4	$10.9M	Buy	547,562 +3,729	+0.7%	+$74.4K	0.66%	41
2024 Q3	$10.9M	Buy	543,833 +9,720	+2%	+$194K	0.67%	40
2024 Q2	$10.6M	Sell	534,113 -14,825	-3%	-$293K	0.7%	39
2024 Q1	$10.9M	Buy	548,938 +26,596	+5%	+$529K	0.76%	42
2023 Q4	$10.4M	Buy	522,342 +19,610	+4%	+$384K	0.8%	41
2023 Q3	$9.75M	Buy	502,732 +18,643	+4%	+$366K	0.84%	37
2023 Q2	$9.56M	Buy	484,089 +39,327	+9%	+$778K	0.82%	39
2023 Q1	$8.84M	Buy	444,762 +39,555	+10%	+$785K	0.81%	37
2022 Q4	$8M	Buy	405,207 +93,807	+30%	+$1.84M	0.78%	39
2022 Q3	$6.07M	Buy	+311,400	New	+$6.19M	0.64%	40

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

TruWealth Advisors's FSMB Position: Q1 2026 in Review

TruWealth Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 7.9% in Q1 2026, buying an estimated $987K and bringing the position to 668,643 shares worth $13.3M. The position accounts for 0.64% of the portfolio, ranked #52.

TruWealth Advisors first reported a position in FSMB in Q3 2022 and has held it in 15 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

TruWealth Advisors held 668,643 shares of First Trust Short Duration Managed Municipal ETF worth $13.3M as of Q1 2026.
TruWealth Advisors bought 49,075 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $987K.
First Trust Short Duration Managed Municipal ETF made up 0.64% of TruWealth Advisors's portfolio in Q1 2026, its #52 holding.
TruWealth Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and has held it in 15 quarters since.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.