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WealthCare Investment Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

WealthCare Investment Partners’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 		$325K Sell
16,252
-291
-2% -$5.82K 0.08% 161
2026
Q1 		$331K Sell
16,543
-245
-1% -$4.93K 0.09% 145
2025
Q4 		$337K Buy
+16,788
New +$337K 0.1% 141

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UBS Group
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WA
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WealthCare Investment Partners's FSMB Position: Q2 2026 in Review

WealthCare Investment Partners reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 1.8% in Q2 2026, selling an estimated $5.82K and leaving 16,252 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #161.

WealthCare Investment Partners first reported a position in FSMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $337K in Q4 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • WealthCare Investment Partners held 16,252 shares of First Trust Short Duration Managed Municipal ETF worth $325K as of Q2 2026.
  • WealthCare Investment Partners sold 291 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $5.82K.
  • First Trust Short Duration Managed Municipal ETF made up 0.08% of WealthCare Investment Partners's portfolio in Q2 2026, its #161 holding.
  • WealthCare Investment Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • WealthCare Investment Partners's First Trust Short Duration Managed Municipal ETF position peaked at $337K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.