Vested Financial Planning’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Vested Financial Planning’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 Q3	$696K	Buy	+35,773	New	+$710K	0.49%	22

Other funds holding FSMB

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Vaquero Private Wealth Dallas, Texas $477M AUM

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Insight Inv LLC El Segundo, California $210M AUM 43.81% 1-Year Est. Return

Vested Financial Planning's FSMB Position: Q3 2026 in Review

Vested Financial Planning opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2026: 35,773 shares worth $696K. The stake represents 0.49% of the portfolio and ranks #22 among its holdings.

45 funds tracked by Wall St. Rank hold FSMB as of Q3 2026.

Vested Financial Planning held 35,773 shares of First Trust Short Duration Managed Municipal ETF worth $696K as of Q3 2026.
First Trust Short Duration Managed Municipal ETF was a new Vested Financial Planning position in Q3 2026.
First Trust Short Duration Managed Municipal ETF made up 0.49% of Vested Financial Planning's portfolio in Q3 2026, its #22 holding.
45 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2026.

Based on Vested Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.