Western Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Western Wealth Management’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	-20,500	Closed	-$409K	–	1024
2026 Q1	$409K	Buy	+20,500	New	+$412K	0.02%	694
2025 Q1	–	Sell	-20,181	Closed	-$400K	–	705
2024 Q4	$400K	Buy	+20,181	New	+$402K	0.02%	520

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 28.19% 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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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

Western Wealth Management's FSMB Position: Q2 2026 in Review

Western Wealth Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026, closing a stake of 20,500 shares — an estimated $409K sold.

Western Wealth Management first reported a position in FSMB in Q4 2024 and held it in 2 quarters. The position peaked at $409K in Q1 2026. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Western Wealth Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
Western Wealth Management sold 20,500 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $409K.
Western Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2024 and held it in 2 quarters.
Western Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $409K in Q1 2026.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.