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Vermillion Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Vermillion Wealth 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 		$5.38K Hold
269
– – ﹤0.01% 1349
2026
Q1 		$5.37K Hold
269
– – ﹤0.01% 490
2025
Q4 		$5.39K Hold
269
– – ﹤0.01% 434
2025
Q3 		$5.4K Sell
269
-569
-68% -$11.4K ﹤0.01% 1268
2025
Q2 		$16.7K Buy
+838
New +$16.6K 0.01% 283

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vermillion Wealth Management's FSMB Position: Q2 2026 in Review

Vermillion Wealth Management held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 269 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Vermillion Wealth Management first reported a position in FSMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.7K in Q2 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Vermillion Wealth Management held 269 shares of First Trust Short Duration Managed Municipal ETF worth $5.38K as of Q2 2026.
  • Vermillion Wealth 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 ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1349 holding.
  • Vermillion Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • Vermillion Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $16.7K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.