Tucker Asset Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Tucker Asset Management’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	$82K	Hold	4,104	–	–	0.02%	231
2026 Q1	$81.9K	Buy	4,104 +4	+0.1%	+$80	0.02%	198
2025 Q4	$82.2K	Buy	+4,100	New	+$82.2K	0.02%	226
2025 Q3	–	Sell	-266	Closed	-$5.29K	–	323
2025 Q2	$5.29K	Buy	+266	New	+$5.27K	﹤0.01%	245
2025 Q1	–	Sell	-1,558	Closed	-$30.9K	–	539
2024 Q4	$30.9K	Buy	+1,558	New	+$31.1K	﹤0.01%	454
2022 Q2	–	Sell	-16,559	Closed	-$333K	–	661
2022 Q1	$333K	Buy	+16,559	New	+$339K	0.1%	13

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

Tucker Asset Management's FSMB Position: Q2 2026 in Review

Tucker Asset Management held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 4,104 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #231.

Tucker Asset Management first reported a position in FSMB in Q1 2022 and has held it in 6 quarters since. The position peaked at $333K in Q1 2022. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Tucker Asset Management held 4,104 shares of First Trust Short Duration Managed Municipal ETF worth $82K as of Q2 2026.
Tucker Asset Management left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up 0.02% of Tucker Asset Management's portfolio in Q2 2026, its #231 holding.
Tucker Asset Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2022 and has held it in 6 quarters since.
Tucker Asset Management's First Trust Short Duration Managed Municipal ETF position peaked at $333K in Q1 2022.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.