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

AE 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 		$337K Buy
16,883
+1,508
+10% +$30.2K ﹤0.01% 1428
2026
Q1 		$307K Sell
15,375
-3,045
-17% -$61.3K ﹤0.01% 1365
2025
Q4 		$369K Buy
18,420
+1,470
+9% +$29.5K ﹤0.01% 1211
2025
Q3 		$340K Buy
16,950
+400
+2% +$8.01K ﹤0.01% 1129
2025
Q2 		$329K Buy
16,550
+4,640
+39% +$91.9K ﹤0.01% 1078
2025
Q1 		$237K Buy
11,910
+8,705
+272% +$173K ﹤0.01% 1206
2024
Q4 		$63.6K Buy
+3,205
New +$63.9K ﹤0.01% 1521
2023
Q2 		– Sell
-14,187
Closed -$282K – 1961
2023
Q1 		$282K Buy
14,187
+1,319
+10% +$26.2K ﹤0.01% 1583
2022
Q4 		$254K Buy
+12,868
New +$253K ﹤0.01% 1571

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

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

AE Wealth Management increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 9.8% in Q2 2026, buying an estimated $30.2K and bringing the position to 16,883 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

AE Wealth Management first reported a position in FSMB in Q4 2022 and has held it in 9 quarters since. The position peaked at $369K in Q4 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • AE Wealth Management held 16,883 shares of First Trust Short Duration Managed Municipal ETF worth $337K as of Q2 2026.
  • AE Wealth Management bought 1,508 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $30.2K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1428 holding.
  • AE Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and has held it in 9 quarters since.
  • AE Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $369K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.