WIA
FSMB icon

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

World Investment 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
Q1 		$447K Hold
22,407
– – 0.01% 1037
2025
Q4 		$449K Sell
22,407
-2,012
-8% -$40.3K 0.01% 973
2025
Q3 		$490K Buy
24,419
+879
+4% +$17.6K 0.01% 792
2025
Q2 		$469K Sell
23,540
-124
-0.5% -$2.46K 0.01% 759
2025
Q1 		$470K Sell
23,664
-342
-1% -$6.81K 0.01% 711
2024
Q4 		$476K Buy
+24,006
New +$479K 0.01% 677

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

World Investment Advisors's FSMB Position: Q1 2026 in Review

World Investment Advisors held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q1 2026 at 22,407 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #1037.

World Investment Advisors first reported a position in FSMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $490K in Q3 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • World Investment Advisors held 22,407 shares of First Trust Short Duration Managed Municipal ETF worth $447K as of Q1 2026.
  • World Investment Advisors left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q1 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1037 holding.
  • World Investment Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2024 and has held it in 6 quarters since.
  • World Investment Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $490K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.