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Waddell & Associates’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Waddell & Associates’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 		– Sell
-39,682
Closed -$792K – 559
2026
Q1 		$792K Buy
39,682
+14,623
+58% +$294K 0.04% 138
2025
Q4 		$502K Buy
+25,059
New +$503K 0.03% 173

Other funds holding FSMB

VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
TBF
True Blue Financial Stevensville, Michigan $237M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Waddell & Associates's FSMB Position: Q2 2026 in Review

Waddell & Associates sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026, closing a stake of 39,682 shares — an estimated $792K sold.

Waddell & Associates first reported a position in FSMB in Q4 2025 and held it in 2 quarters. The position peaked at $792K in Q1 2026. 22 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Waddell & Associates reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Waddell & Associates sold 39,682 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $792K.
  • Waddell & Associates first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and held it in 2 quarters.
  • Waddell & Associates's First Trust Short Duration Managed Municipal ETF position peaked at $792K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.