XF
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XML Financial’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

XML Financial’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 		$10.4M Buy
+519,295
New +$10.4M 0.76% 38

Other funds holding FSMB

RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

XML Financial's FSMB Position: Q2 2026 in Review

XML Financial opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 519,295 shares worth $10.4M. The stake represents 0.76% of the portfolio and ranks #38 among its holdings.

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

  • XML Financial held 519,295 shares of First Trust Short Duration Managed Municipal ETF worth $10.4M as of Q2 2026.
  • First Trust Short Duration Managed Municipal ETF was a new XML Financial position in Q2 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.76% of XML Financial's portfolio in Q2 2026, its #38 holding.
  • 55 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.