Waverly Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Waverly Advisors’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	$14M	Buy	+701,965	New	+$14M	0.08%	228

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 $103B AUM 28.65% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

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

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

Waverly Advisors's FSMB Position: Q2 2026 in Review

Waverly Advisors opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 701,965 shares worth $14M. The stake represents 0.08% of the portfolio and ranks #228 among its holdings.

139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Waverly Advisors held 701,965 shares of First Trust Short Duration Managed Municipal ETF worth $14M as of Q2 2026.
First Trust Short Duration Managed Municipal ETF was a new Waverly Advisors position in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up 0.08% of Waverly Advisors's portfolio in Q2 2026, its #228 holding.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.