Wealth Enhancement Advisory Services
FSMB icon

Wealth Enhancement Advisory Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Wealth Enhancement Advisory Services’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 		$576K Sell
28,821
-1,668
-5% -$33.4K ﹤0.01% 2554
2026
Q1 		$609K Sell
30,489
-1,768
-5% -$35.6K ﹤0.01% 2163
2025
Q4 		$647K Hold
32,257
– – ﹤0.01% 2283
2025
Q3 		$648K Sell
32,257
-1,856
-5% -$37.1K ﹤0.01% 2152
2025
Q2 		$680K Sell
34,113
-3,713
-10% -$73.5K ﹤0.01% 1988
2025
Q1 		$752K Buy
37,826
+154
+0.4% +$3.07K ﹤0.01% 1775
2024
Q4 		$747K Buy
37,672
+3,143
+9% +$62.7K ﹤0.01% 1715
2024
Q3 		$691K Sell
34,529
-325
-0.9% -$6.48K ﹤0.01% 1609
2024
Q2 		$689K Buy
34,854
+1,993
+6% +$39.4K ﹤0.01% 1457
2024
Q1 		$652K Buy
32,861
+675
+2% +$13.4K ﹤0.01% 1442
2023
Q4 		$642K Buy
32,186
+965
+3% +$18.9K ﹤0.01% 1365
2023
Q3 		$605K Buy
+31,221
New +$614K ﹤0.01% 1327

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

Wealth Enhancement Advisory Services's FSMB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 5.5% in Q2 2026, selling an estimated $33.4K and leaving 28,821 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Wealth Enhancement Advisory Services first reported a position in FSMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $752K in Q1 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,821 shares of First Trust Short Duration Managed Municipal ETF worth $576K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,668 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $33.4K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2554 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's First Trust Short Duration Managed Municipal ETF position peaked at $752K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.