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

Uniting 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	$352K	Hold	17,626	–	–	0.07%	137
2026 Q1	$352K	Buy	+17,626	New	+$355K	0.07%	135
2025 Q4	–	Sell	-17,626	Closed	-$354K	–	172
2025 Q3	$354K	Buy	+17,626	New	+$353K	0.08%	124

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

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

Uniting Wealth Partners held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 17,626 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #137.

Uniting Wealth Partners first reported a position in FSMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $354K in Q3 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Uniting Wealth Partners held 17,626 shares of First Trust Short Duration Managed Municipal ETF worth $352K as of Q2 2026.
Uniting Wealth Partners left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up 0.07% of Uniting Wealth Partners's portfolio in Q2 2026, its #137 holding.
Uniting Wealth Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2025 and has held it in 3 quarters since.
Uniting Wealth Partners's First Trust Short Duration Managed Municipal ETF position peaked at $354K in Q3 2025.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.