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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
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

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Corient Private Wealth
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HighTower Advisors
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PP
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Uniting Wealth Partners's FSMB Position: Q1 2026 in Review

Uniting Wealth Partners opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2026: 17,626 shares worth $352K. The stake represents 0.07% of the portfolio and ranks #135 among its holdings. This is a return to the name: Uniting Wealth Partners previously reported a position in FSMB as recently as Q3 2025.

Uniting Wealth Partners first reported a position in FSMB in Q3 2025 and has held it in 2 quarters since. The position peaked at $354K in Q3 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Uniting Wealth Partners held 17,626 shares of First Trust Short Duration Managed Municipal ETF worth $352K as of Q1 2026.
  • First Trust Short Duration Managed Municipal ETF was a new Uniting Wealth Partners position in Q1 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.07% of Uniting Wealth Partners's portfolio in Q1 2026, its #135 holding.
  • Uniting Wealth Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2025 and has held it in 2 quarters since.
  • Uniting Wealth Partners's First Trust Short Duration Managed Municipal ETF position peaked at $354K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.