Atria Investments
FSMB icon

Atria Investments’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Atria Investments’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
Q3 		$199K Buy
+10,212
New +$203K ﹤0.01% 2081
2025
Q2 		– Sell
-13,360
Closed -$265K – 2017
2025
Q1 		$265K Buy
13,360
+1,584
+13% +$31.5K ﹤0.01% 1688
2024
Q4 		$234K Sell
11,776
-1,921
-14% -$38.3K ﹤0.01% 1714
2024
Q3 		$274K Buy
+13,697
New +$273K ﹤0.01% 1654
2024
Q1 		– Sell
-55,760
Closed -$1.11M – 983
2023
Q4 		$1.11M Sell
55,760
-19,757
-26% -$387K 0.02% 848
2023
Q3 		$1.46M Buy
+75,517
New +$1.48M 0.03% 687
2023
Q2 		– Sell
-84,000
Closed -$1.67M – 845
2023
Q1 		$1.67M Sell
84,000
-85,461
-50% -$1.7M 0.03% 602
2022
Q4 		$3.35M Buy
169,461
+61,758
+57% +$1.21M 0.07% 353
2022
Q3 		$2.1M Sell
107,703
-428
-0.4% -$8.51K 0.05% 464
2022
Q2 		$2.15M Sell
108,131
-5,099
-5% -$101K 0.05% 484
2022
Q1 		$2.27M Sell
113,230
-389
-0.3% -$7.96K 0.04% 517
2021
Q4 		$2.36M Buy
113,619
+15,523
+16% +$324K 0.04% 499
2021
Q3 		$2.05M Buy
98,096
+12,693
+15% +$266K 0.04% 518
2021
Q2 		$1.79M Buy
85,403
+13,675
+19% +$286K 0.03% 550
2021
Q1 		$1.49M Buy
71,728
+7,698
+12% +$160K 0.03% 556
2020
Q4 		$1.33M Buy
64,030
+2,972
+5% +$61.5K 0.03% 565
2020
Q3 		$1.26M Buy
+61,058
New +$1.26M 0.04% 489
2020
Q2 		– Sell
-40,225
Closed -$809K – 623
2020
Q1 		$809K Buy
+40,225
New +$823K 0.06% 260

Other funds holding FSMB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
Vaquero Private Wealth
Vaquero Private Wealth Dallas, Texas $477M AUM
EnRich Financial Partners
EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return
Copper Harbor Investment Advisors
Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Atria Investments's FSMB Position: Q3 2026 in Review

Atria Investments opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2026: 10,212 shares worth $199K. The stake represents ﹤0.01% of the portfolio and ranks #2081 among its holdings. This is a return to the name: Atria Investments previously reported a position in FSMB as recently as Q1 2025.

Atria Investments first reported a position in FSMB in Q1 2020 and has held it in 18 quarters since. The position peaked at $3.35M in Q4 2022. 70 funds tracked by Wall St. Rank hold FSMB as of Q3 2026.

  • Atria Investments held 10,212 shares of First Trust Short Duration Managed Municipal ETF worth $199K as of Q3 2026.
  • First Trust Short Duration Managed Municipal ETF was a new Atria Investments position in Q3 2026.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #2081 holding.
  • Atria Investments first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2020 and has held it in 18 quarters since.
  • Atria Investments's First Trust Short Duration Managed Municipal ETF position peaked at $3.35M in Q4 2022.
  • 70 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.